Osaic Wealth has added a California-based financial planning firm from LPL Financial, which manages about $275 million in client assets. 

Mission Viejo, CA-based Providence Wealth Planning, founded in 2016, marks the third team from LPL Financial to join Osaic Wealth. The team, led by father-and-son duo Mark and Ian Massey, specializes in financial planning, retirement planning, investment management, tax planning, and wealth advisory. 

Providence Wealth Planning also includes managing partner Kyle Massey, wealth advisors Paul Leone, Aldo Santana, and Tyler Brashears, and is supported by administrative director Neida Cox, per the firm’s website. 

The team decided to make the jump from LPL to Osaic because of the firm’s “commitment to client service, values-based planning, and long-term growth,” Providence Wealth Planning said. The team also joined Osaic for its “enhanced’ technology, succession planning support, and “advisor-first” environment. 

“We built our business on the belief that financial advice is most powerful when it is anchored by trust, family values and long-term relationships,” Mark Massey, president and CEO of Providence Wealth Planning, said. “From our first conversations with Osaic, we felt welcomed, supported and aligned culturally. We will now have access to best-in-class resources and the freedom we need to focus on what matters most: helping our clients build and protect their financial futures.” 

Recently, Osaic added Statesville, NC-based Payne Financial Consultants, a multi-generational investment firm, which manages about $102 million in assets, and North Carolina-based Bowman Financial Solutions, which manages $73 million in assets; both firms come from LPL Financial. 

Pictured: Ian and Mark Massey