Four Pillars Investment Management Joins Osaic from Commonwealth with $143 Million in Client Assets

Florida advisory team transitions to leverage Osaic’s platform, technology and growth resources

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Four Pillars Investment Management (“Four Pillars”) has joined its growing network of independent advisors. The firm, based in Cape Coral, Florida, is led by Investment Advisor John T Evans and brings approximately $143 million in client assets to Osaic. The team also includes Pamela Evans, client service associate, and Jennifer Moss, operations support specialist.

Four Pillars selected Osaic for its scale and comprehensive advisor support, including access to advanced technology, expanded product options and dedicated back-office resources. The move will allow Four Pillars to operate more efficiently and deliver a more seamless experience for clients as the firm continues to grow.

“Our mission is to help clients protect and grow their wealth with confidence and Osaic’s breadth of products, advanced technology and strong compliance support will allow us to expand how we serve clients,” Evans said. “After meeting with multiple firms, Osaic stood out as being most aligned with our ethos. We are thrilled to move forward while staying grounded in the values that define Four Pillars.”

Four Pillars focuses on delivering personalized guidance to individuals, families and small businesses across Southwest Florida, with dedicated expertise in comprehensive financial investment education, retirement strategies and business transition support. The firm emphasizes close relationships and long-term investment management built on trust, offering tailored portfolio management for both individuals and business entities. Four Pillars empowers clients to make confident, informed decisions at every stage of life and business growth.

“It’s a privilege to work alongside a firm that shares our commitment to client service. With our partnership, Four Pillars will have the flexibility to grow while staying true to who they are. Together, we’re expanding what’s possible and enhancing lives and legacies,” said Kristen Kimmell, executive vice president of business development at Osaic.

Four Pillars is the latest advisor team to join Osaic from Commonwealth, including the additions of Hinck Private Wealth Management, Virtus Wealth Solutions and Gallagher Financial Services.

To learn more about Osaic, please visit Osaic.com.

About Osaic:

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting approximately 11,000 financial professionals. Osaic’s mission is to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.