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Comprehensive Wealth Management Solutions

With Myrias Financial, you have access to a fully integrated wealth management platform that empowers you to deliver flexible, client-focused solutions while meeting today’s regulatory standards.

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We Equip Financial Advisors

One Platform. Multiple Solutions. Total Flexibility.

At Myrias Financial, we equip financial advisors with Osaic's cutting-edge Wealth Management Platform, designed to meet the diverse needs of your clients. Whether acting as a portfolio manager or leveraging the expertise of world-class money managers, you’ll have the flexibility to craft comprehensive strategies for high net worth individuals and families. Our platform integrates solutions from top-tier providers like BNY Mellon, Envestnet/PMC, MorningStar, and Ladenburg Asset Management, ensuring that your clients receive the best in investment management.

Customized Wealth Solutions Through Top-Tier Partners

With Myrias Financial and Osaic, you can offer your clients tailored wealth management services that align with their financial goals. Our partnerships with industry leaders, such as BNY Mellon Wealth Management and Ladenburg, provide access to expert-managed portfolios across a variety of asset classes. Whether your clients need equity strategies, fixed-income investments, or alternative solutions, you’ll have the tools to meet their unique financial needs.

  • BNY Mellon Wealth Management – Expertise in managing wealth for high net worth individuals, families, and endowments.

  • Ladenburg – Asset-allocated mutual fund and ETF strategies backed by rigorous manager research and due diligence.

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Leveraging Third-Party Asset Managers for Client Success

For financial advisors who prioritize building lasting client relationships, using a third-party asset manager (TPAM) can be a powerful solution. Osaic gives you access to a comprehensive TPAM approach, offering asset allocation, mutual fund selection, and performance reporting—all supported by reliable back-office support. By partnering with expert asset managers, you can deliver comprehensive investment solutions that enhance client trust and drive long-term success.

With the Osaic wealth management platform, you’ll have everything you need to offer your clients personalized, strategic wealth solutions—all in one place.

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© 2018-2024 Copyright. All Rights Reserved.

 

Myrias Financial Management

P.O. Box 12024

Kansas City, KS 66112

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Investment and insurance products and services are offered through Osaic Institutions, Inc..  Member FINRA/SIPC.  Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or credit union.  These products are subject to investment risk, including the possible loss of value.

Senior Plan Resources, LLC is a wholly owned subsidiary of Myrias Financial Management, Inc. Neither Myrias Financial or Senior Plan Resources are affiliated with Osaic Institutions, Inc.

 

Osaic Insitutions, Myrias Financial, and Senior Plan Resources do not provide tax or legal advice.

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