CARMEL, Ind.--(BUSINESS WIRE)--Aaron Wealth Advisors is opening a new office in the fast-growing Metro Indianapolis area in what can best be described as a homecoming, owing to its founder’s deep ties and long-term relationships within the community. Located in Carmel, Ind., the new office will help to better serve the firm’s ultra-high-net-worth clients throughout Indiana and be managed by industry veteran Matt McBroom, who joins Aaron Wealth Advisors as Vice President and Client Development Manager.
To formally introduce Aaron Wealth Advisors to the community, there will be a ribbon-cutting ceremony at 1 p.m. EDT on Thursday, Sept. 28, at 275 Veterans Way, Suite 110, in Carmel. Members of the press, the business community, clients, and the public are cordially invited to attend.
“I am proud of our firm’s measured growth, and thrilled to welcome Matt to the Aaron Wealth team,” said Gary Hirschberg, CEO of Aaron Wealth Advisors. “He is a highly-regarded professional who is especially well known to our many clients in Indiana.”
Mr. McBroom, a wealth manager for more than a decade, previously worked at institutions such as UBS, Morgan Stanley, and, most recently, SBC Wealth Management, where he advised entrepreneurs, professional athletes, and other high-net-worth individuals. In spearheading Aaron Wealth Advisors’ Midwest expansion, Mr. McBroom will be assisted by Torey Crown, Vice President & Head of Client Service for Aaron Wealth Advisors.
“I was born in Indianapolis and raised in Carmel, as was my wife Lucia,” said Mr. McBroom. “We’re proud to be raising our two children in the community, and among the people, we grew up with.”
Mr. McBroom calls his new role with Aaron Wealth Advisors “a natural fit for a guy raised on Midwestern values of common sense and decency. My clients put their trust in my advice, and I take that responsibility seriously. I also look forward to helping Aaron Wealth Advisors in Indiana and the Midwest.”
An avid golfer and skier, Mr. McBroom serves on the executive committee for the American Cancer Society’s Indy Golf Classic, and volunteers regularly at local charitable organizations.
Mr. Hirschberg, whose public service includes a trusteeship with the Indianapolis Museum of Art at Newfields, said Mr. McBroom’s work with local charitable organizations such the American Cancer Society’s Indy Golf Classic “shows that his heart is with the community he loves.”
Today’s announcement is the latest in a series of significant events for the growing firm. Over the last two years, Aaron Wealth celebrated its 5-Year Anniversary, launched the Aaron Wealth Liquidity Execution Group, and opened an office in Newport Beach, California.
Aaron Wealth Advisors is a member of Dynasty Financial Partners' network of independent financial advisory firms.
About Aaron Wealth Advisors
Aaron Wealth Advisors is a registered independent advisor firm dedicated to helping a select group of successful entrepreneurs, sophisticated investors, multi-generational families, and family offices manage the complex business of their wealth. Aaron Wealth Advisors is a member of the Dynasty Financial Partners Network of independent advisory firms.
For more information, please visit their website, www.AaronWealth.com.
Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high-net-worth and ultra-high-net-worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.
For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and carrying out complementary acquisitions.
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