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Two Veteran-Owned Financial Firms Team Up to Launch Bastion Fiduciary

  • Islamorada Investment Management acquired Picket Fence Financial, announcing the deal on April 23, 2025, from Islamorada, Florida.
  • The acquisition aims to create a full suite of advanced investment and financial planning services.
  • The combined fee-only Registered Investment Advisors will re-brand under the new name Bastion Fiduciary.
  • The new SEC-registered firm starts with $110 million in assets under management and a seven-person staff.
  • Bastion Fiduciary combines active value investing strategies with comprehensive financial planning services.
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Two Veteran-Owned Financial Firms Team Up to Launch Bastion Fiduciary

Islamorada Investment Management acquires Picket Fence Financial to provide a full suite of advanced investment and planning services.

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The Courier Express broke the news in DuBois, United States on Wednesday, April 23, 2025.
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