NoxNumis, a prominent wealth management firm located in Wichita, Kansas, has officially joined the community of advisors at Osaic, a fast-growing wealthtech firm. This strategic partnership marks a significant milestone for NoxNumis, which currently manages over $450 million in client assets.

The firm is co-led by partners John Toothaker and Ron Gabel, who have built a reputation for their expertise in fiduciary financial advice. NoxNumis specializes in a diverse array of services including retirement planning, tax minimization strategies, estate distribution, investment management, as well as business and farm succession planning. This comprehensive approach positions them to meet the varied needs of their clients effectively.

By joining forces with Osaic, NoxNumis aims to enhance the capabilities of its advisors and support staff. Toothaker expressed enthusiasm about the collaboration, stating: “We’re passionate about helping our clients gain confidence about their financial futures and are excited to fully leverage extensive support that Osaic can offer through their robust investment platform, innovative tech solutions, coaching, and consulting services.” This partnership is expected to empower NoxNumis to deliver even greater value to its clients.

One of the standout advantages of this collaboration is the access to Osaic's advanced investment platform, which will provide NoxNumis with a wider range of investment options. This access is anticipated to facilitate more diversified asset allocations and foster competitive pricing strategies. Such enhancements are crucial in today’s rapidly changing financial landscape, where innovative solutions can significantly impact client satisfaction and outcomes.

Furthermore, Osaic’s cutting-edge technology infrastructure, which boasts recent integrations with AI-driven platforms like Jump and Zocks, will offer NoxNumis wealth managers tools that streamline their workflows. This integration of technology aims to improve efficiency and effectiveness in service delivery, ensuring that clients receive timely and informed advice.

The excitement surrounding this partnership is echoed by Osaic’s Executive Vice President of Business Development, who remarked: “NoxNumis exemplifies the type of growth-focused, forward-looking wealth management team that can thrive in our ecosystem. We are excited to support John, Ron, and their team, enabling them to achieve their growth goals as a business while providing the highest level of service attainable to their clients.”

NoxNumis is set to participate in Osaic’s upcoming NXT Conference, which is scheduled to take place in May in Las Vegas. This event will serve as a platform for further collaboration and learning among advisors within the Osaic network.

It is noteworthy that just last month, another advisory firm, Ever Wealth, located in Auburn, Indiana, also joined the Osaic network. Ever Wealth manages over $170 million in client assets, with its founding partners, Nick Scheumann, Mark VandeVelde, and Andy Smith, collectively bringing more than 60 years of industry experience to their practice. This trend of established firms aligning with Osaic highlights a growing confidence in the wealthtech firm’s capabilities and vision within the financial advisory industry.