Two independent financial advisory firms have joined the broker-dealer and registered investment advisor platform of The Strategic Financial Alliance, a privately owned independent broker-dealer and RIA in Atlanta, SFA announced Thursday.
Carnegie Wealth Management of Exton, Pa., and Carlyle Wealth Management of Atlanta bring $350 million in client brokerage and fee-based advisory assets to SFA.
Located outside Philadelphia, Carnegie Wealth Management provides investment consulting services to retirement plan administrators, foundations, corporations and high-net-worth individuals and families nationwide.
Carlyle Wealth Management, which has offices in Atlanta and Albany, Ga., is an independent financial planning and advisory firm with a client base throughout the United States. The firm serves high-net-worth investors and retirees.