Wealth and Asset Management
Midwest Financial Partners goes independent and launches RIA Octavia
Midwest Financial Partners, previously affiliated with AXA Equitable Advisors, has gone independent with the help of Merchant and set up RIA Octavia Wealth Advisors. Merchant has made a minority investment in Octavia and collaborated with the firm to support its transition to independence. Octavia CEO Maxim Meyers believes that the…
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