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Financial firms merge to create BearingStone Wealth

Summary by Buffalo News
Two financial firms have merged to create BearingStone Wealth.

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Financial firms merge to create BearingStone Wealth

Two financial firms have merged to create BearingStone Wealth.

·Buffalo, United States
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Accountant LogAccountant Log

AZ NGA advice practices merge to create super sized firm – Accountant Log

The merged firm, which will operate under the name EWM iPlan, will be led by Foster Raffan’s managing director, Greg Anderson, who will also serve as the CEO of the newly formed firm. The merger is aimed at enhancing client service, increasing efficiency, and expanding the firm’s capabilities to cater to an increasingly complex financial planning landscape. The two advisory practices share a common goal to provide high-quality, independent advic…

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Buffalo News broke the news in Buffalo, United States on Friday, March 28, 2025.
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