Cynthia L. Conger, CPA/PFS, CFP®, CEO of Conger Wealth Management, a four-person fee-only wealth management firm offering financial planning, tax preparation and asset management, announced Monday the sale of the firm to Advisory Alpha of Holland, Mich., effective June 30.
“Conger Wealth Management’s philosophy of empowering individual clients to make financial choices with confidence remains the same,” said Conger. “Our team members will be here to provide client service and I remain the full-time team leader. Our clients who chose us for our competence and the confidence we inspire stay with Conger Wealth Management because we get to know them, their families, their businesses and their preferences.”
Conger chose Advisory Alpha because of its similar service and investment philosophy. A family-owned firm that traces its financial advisory roots back nearly 40 years, Advisory Alpha partners with select financial advisory firms and manages investment accounts for clients across the country. Its leaders are Steve Osterink Jr., CFA®, CFP®, AIF® and Steve Osterink Sr. While this sale is the first acquisition for Advisory Alpha, the firm currently has 25 partner offices in 20 states.
“We’ve learned something about economies of scale that can help Conger Wealth Management serve clients even more efficiently,” said Osterink. “My goal as CWM transitions to Advisory Alpha ownership is to help build on the excellent firm that exists now. For instance, Advisory Alpha has been able to develop and use some customized technology and client planning tools that would not be possible for individual advisors.”
Conger Wealth Management uses a proven planning process that involves working closely with clients and their other advisors to identify issues, review alternatives, recommend solutions and manage implementation with meticulous attention. Together, clients and professionals assess client situations, articulate client visions, develop a strategy to achieve client goals and stay on track.