Greystone Financial Group, Inc., a Troy, Michigan-based RIA that provides customized 401(k) solutions to plan sponsors, has merged with Polaris Wealth Advisors, a San Rafael, California-based RIA that specializes in advising high net worth individuals.
In a release, the company, now called Polaris Greystone Financial Group, LLC., or PGFC, said the firm intends to expand its geographic reach by pairing each entity's core competencies: Greystone's customized 401(k) plans and Polaris' "strong money management capabilities."
The announcement raises the question of whether or not this merger is emblematic of a potential trend in the RIA space going forward.
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Nick Thornton
Nick Thornton is a financial writer covering retirement and health care issues for BenefitsPRO and ALM Media. He greatly enjoys learning from the vast minds in the legal, academic, advisory and money management communities when covering the retirement space. He's also written on international marketing trends, financial institution risk management, defense and energy issues, the restaurant industry in New York City, surfing, cigars, rum, travel, and fishing. When not writing, he's pushing into some land or water.
