Dynasty Financial Partners, the fast-growing outsourcing provider for high-end wealth managers and breakaway brokers, is expanding its reach in the Midwest.
Archford Capital Strategies, a Merrill Lynch breakaway team in the St. Louis suburbs, has signed on to use the Dynasty platform, according to a company announcement. Headed by 12-year Merrill veteran James Maher, the new firm, formerly known as The Maher Group, has approximately $420 million in assets under advisement and specializes in working with closely held companies and business transitions.
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