Wealth Managers Join Forces to Enhance Client Service and Establish Regional Powerhouse
Burns Advisory Group, an Oklahoma City wealth management firm, will merge today with Dallas-based Executive Financial Group to create one of the largest independent wealth advisories in the South Central U.S. region with $600 million in client assets. The resulting firm, like its predecessors, will offer objective analysis and recommendations based on clients' particular financial needs and goals.
Clients of the combined entity will benefit from the resources and complementary skill sets each firm brings to the entire organization. Burns Advisory Group operates a proactive investment committee and proven asset management process, while Executive Financial Group specializes in the financial challenges faced by senior corporate executives and employee stock ownership plans.
The partners' geographic proximity represents a key advantage of merging practices. As dominant mid-sized wealth advisories in their current markets, the established presence and client base they've cultivated will enable effective leveraging of partner resources in their new markets.
"Our partnership with Jerry Georgopoulos and Executive Financial Group will enable us to further differentiate our services from the competition," says John Burns, founder of Burns Advisory Group. "Together we will build on our current offerings to reinforce the benefits of working with a team of independent unbiased professionals."
"John's team demonstrates a unique passion and appreciation for their client relationships," says Jerry Georgopoulos, founder of Executive Financial Group. "We share a likeminded approach to providing clients with specialized advisory services, which is a model that will continue to attract new clients."
As a condition of the merger, Jerry Georgopoulos will become a full partner in Burns Advisory Group and, likewise, John Burns will acquire an equal share in Executive Financial Group. The firms will continue to function under the missions that governed their work prior to this transition, with the same professional teams remaining in their roles at their respective locations.
About Burns Advisory Group
Burns Advisory Group, headquartered in Oklahoma City and with offices in Connecticut, is a private wealth management firm dedicated to providing comprehensive investment management and financial planning services to high net-worth individuals. The firm also has an established consulting practice in which it serves as a fiduciary advisor to institutional level clients and corporate and municipal retirement plans. Its website is www.burnsag.com.
About Executive Financial Group
Executive Financial Group specializes in providing fee only, objective financial planning counsel to senior corporate executives and their families. The firm strives to be a source of enduring value to clients by crystallizing their financial goals and delivering unbiased analyses and insight in order to meet them. Its website is www.efgcorp.com.
Contacts:
Burns Advisory Group
Press Contact:
Luke Napoli, 610-228-2127
luke@gregoryfca.com
