
Private Advisor Group Expands Through Strategic Merger
In a significant move for independent wealth management, Private Advisor Group has announced the merger of its affiliate, Artemis Wealth Advisors, with the Freedom Financial Team led by Adam Weiner. This merger, which took effect on September 1, is poised to enhance service offerings and accelerate growth for both firms.
Strengthening Relationships to Drive Value
The roots of this partnership trace back to 2017 when the Artemis team first met Weiner during his time as a wholesaler. Their relationship, built on mutual respect and a shared vision for the future, laid the groundwork for impactful collaboration. “Merging our firms allows us to combine strengths and deliver even greater value for our clients,” noted Cameron Staley, co-founder of Artemis Wealth Advisors.
Complementary Strengths in Client Service
Weiner brings a unique perspective to the partnership, being a 14-year Navy SEAL veteran. His service-driven approach and rapid growth of Freedom Financial—over 40% since its inception in 2022—align seamlessly with Artemis’s commitment to personalized client service. This merger not only strengthens operational capabilities but also enhances the firm’s asset management, bringing Artemis’s total AUM to approximately $386 million.
The Future of Wealth Management at Artemis
The combined team, now operating under the Artemis Wealth Advisors brand, promises enhanced financial planning and portfolio management services. Adam Weiner will assume the role of managing partner, flanked by Faith Ferguson as the new director of operations, creating a robust leadership structure to guide their client-centric initiatives.
A Bright Outlook for Clients
As both teams work together, the focus remains on driving value and ensuring clients receive top-notch service. Weiner expresses optimism about leveraging Artemis’s experience to provide even more robust advisory services to clients, enhancing their financial journeys.
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