Cary Street Partners Wealth Management Opens New Richmond West End Office with Acquisition of Seneca House Advisors

Acquisition Marks Cary Street Partners 22nd Office Nationally and a New Location in the Firm's Home Market of Richmond

RICHMOND, Va.--(BUSINESS WIRE)--Cary Street Partners (CSP) announced it has acquired Seneca House Advisors, a respected wealth management firm based in Richmond, Virginia, led by Elizabeth King, Matthew Daniel and Tyler Napier. The transaction expands CSP's presence in the West End of Richmond alongside the firm's headquarters in downtown Richmond and its office in neighboring Glen Allen, while marking the company's 22nd office nationwide.

While Cary Street Partners has long called the greater Richmond area home, this expansion establishes a dedicated presence in the west end of the city. The advisors will continue serving clients from their current location, now operating under the CSP name and supported by the firm's comprehensive platform, advanced technology, and institutional-quality investment capabilities.

"Richmond is where Cary Street Partners got its start, so there is something particularly meaningful about growing right here in our home market," said Joseph R. Schmuckler, Chief Executive Officer of Cary Street Partners. "Elizabeth, Matt and Tyler bring deep expertise across financial planning, legal, and behavioral finance, backed by an exceptional group of professionals. Welcoming a group of this caliber into CSP is exactly the kind of thoughtful growth we look for, and it is especially rewarding to see it take root in our own backyard."

Elizabeth King, Matthew Daniel and Tyler Napier bring decades of combined experience in wealth management, financial planning, and portfolio management. They are joined by professionals specializing in client relationship management, paraplanning, operations, and administration, providing clients with seamless access to expertise across every aspect of their financial lives.

"Matt, Tyler and I have spent our careers building a practice around thoughtful planning and genuine relationships with our clients and finding the right firm to help us build on that foundation was essential," said Elizabeth King, JD, CFP^®, CAP^®, BFA, Financial Advisor, Managing Director. "Cary Street Partners shares our client-first philosophy, and we're excited to begin this next chapter with a firm that is investing in Richmond as intentionally as we are. This partnership allows us to continue delivering the personalized advice our clients expect, now backed by greater scale, enhanced capabilities, and broader investment solutions."

This acquisition reflects Cary Street Partners' continued investment in the communities it serves, including the city where the firm was founded. Managing in excess of $13 billion in client assets across all subsidiaries¹ and continuing to grow nationally, it remains focused on partnering with firms that share its values and dedication to its culture of delivering A Higher Standard of service.

For more information about Cary Street Partners, please visit https://carystreetpartners.com.

About Cary Street Partners

Cary Street Partners is a leading independent financial services firm providing comprehensive wealth management solutions, including investment management, financial planning, and advisory services. With a commitment to integrity and personalized service, CSP helps individuals, families, and businesses navigate their financial futures with confidence.

¹ Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC, registered investment advisers. Registration does not imply a certain level of skill or training.