Eric Westall Joins Osaic Through Innovative Financial Group, Bringing Over $250 Million in Client Assets

Next-generation advisor focused on high-net-worth individuals and business owners transitions from Stifel Independent Advisors

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that financial advisor Eric Westall has joined the firm through its office of supervisory jurisdiction (OSJ), Innovative Financial Group (“IFG”), bringing more than $250 million in client assets.

Westall built his practice around delivering personalized advice and long-term planning solutions designed to help clients navigate complex financial decisions with confidence. His move to Osaic and IFG reflects a strategic decision to enhance the client experience through expanded planning capabilities, advanced technology and a collaborative advisor community.

Based in Chesterfield, Missouri, Westall transitions from Stifel Independent Advisors and will continue serving high-net-worth individuals and business owners with comprehensive wealth management and advanced planning strategies.

“I’m excited to join Osaic and Innovative Financial Group because of the culture, resources and commitment to supporting advisors in building meaningful, independent businesses,” said Westall. “The combination of a large, well-resourced firm with a boutique feel allows me to deepen the planning capabilities I offer clients while continuing to grow my practice in a thoughtful and sustainable way.”

After evaluating his long-term growth strategy, Westall selected IFG and Osaic for their strong support system, advanced planning tools and infrastructure designed to help advisors scale while maintaining high-touch client relationships. The move also enables him to further expand his service offerings while continuing to build his independent business.

“Eric represents the kind of advisor we are proud to partner with—entrepreneurial, client-focused and committed to continuous growth,” said Brian Heapps, founder and CEO of Innovative Financial Group. “We’re excited to welcome him to the IFG community and support his vision as he continues to build a strong, independent business that delivers meaningful value to the clients he serves.”

Westall’s affiliation strengthens Osaic’s presence in the Midwest and reflects the firm’s continued momentum in attracting next-generation advisors seeking a flexible platform supported by innovative technology and a collaborative professional network.

“Advisors like Eric are focused on delivering exceptional client experiences while building sustainable businesses for the future,” said Kristen Kimmell, executive vice president of business development at Osaic. “We’re pleased to welcome him to our community and support his continued success through the resources and partnership Osaic provides.”

Westall is the second advisor to join Osaic through Innovative Financial Group in as many months, following the addition of The Finance Couple, a South Carolina–based advisory firm founded by a husband-and-wife team that transitioned from LPL earlier this year.

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 over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors 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.