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About Myrias Financial Management

Dedicated to empowering financial institutions with comprehensive financial program management.

About Myrias

At Myrias Financial Management, we're on a mission to revolutionize the way financial institutions offer wealth management services. With a focus on program management, cutting-edge technology solutions, and expert advisory support, we empower our partners to thrive in the dynamic world of finance.

Meet the Myrias Team

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Reaching a Deal

Our Commitment

We're committed to providing financial institutions with a unique opportunity to offer comprehensive financial planning and wealth management services without the burden of owning, managing, and employing the associated investment program and advisors. As a trusted partner, we understand the importance of minimizing risks and costs while maximizing opportunities for growth and success.

Powered by Osaic Institutions

Partnering with Osaic Institutions as our Broker/Dealer & Registered Investment Advisory Firm, we leverage their expertise and resources to deliver unparalleled support to our clients. Originally founded by 37 financial institutions and 4 state trade associations, Osaic Institutions brings a wealth of experience and knowledge to the table, ensuring that our partners receive top-notch guidance in a heavily regulated industry.

Our Unique Approach

While we're not directly affiliated with Osaic Institutions, Myrias Financial Management operates as an Office of Supervisory Jurisdiction (OSJ) Group. This distinction allows us to provide a curated team of Financial Advisors who are Registered Representatives of Osaic Institutions, offering a diverse range of expertise and insights to meet the diverse needs of our clients.

Experience You Can Trust

With decades of combined experience in program management, compliance, and advisory services, our team at Myrias Financial Management is dedicated to delivering results. We pride ourselves on our commitment to excellence and our unwavering focus on client satisfaction.

Join Us

Whether you're a financial institution looking to expand your offerings or an advisor seeking a supportive partner, we invite you to join us on this journey. Together, we'll navigate the complexities of the financial services industry and unlock new opportunities for growth and success. Welcome to Myrias Financial Management - where wisdom meets innovation in wealth management.

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