Be Wealth Expands to McPherson, Kansas
SALINA, KANSAS Be Wealth, a Salina, KS-based financial advisory firm, announces its expansion into McPherson, KS through the acquisition of Marc Seller’s financial advising practice. Continuing with the firm Seller will continue to serve as a financial advisor for the firm representing Be Wealth in the McPherson and surrounding area.
Based in McPherson, Kansas, Seller began his career in the financial services industry with Waddell and Reed in August 2014 and transitioned to LPL Financial in July 2021. He has served hundreds of clients in the central Kansas area, working to set goals and implement strategies to pursue those goals while maximizing cost and tax efficiency.
“I have followed the Be Wealth team for a few years now. They have built a sound financial services practice based on exceptional customer service, creative client events, strategic investment selections, and more. I look forward to expanding those same services and approach to my existing clients as well as new clients” provides Seller.
“Combining nearly 70 years of experience in the financial investment and planning world, I am excited for the opportunity to grow our team with an advisor as focused on clients as Marc. It was clear from our first meeting that Marc’s clients are his highest priority” says Brandon Ebert, Partner. “Getting to know Marc over the last 7 years, it is evident he fits into our mission of making sure clients can answer 3 important questions. Are you on pace for retirement? Are you planning towards your goals? Is your legacy in place? We are excited to work with Marc on making sure Be Wealth clients across the board are successful in these areas” adds Kevin Quinley, Partner.
Since 2003, Be Wealth has provided financial and wealth management services to clients around the nation. With a focus on accepting clients whose goals align with the Be Wealth approach, this partnership adds approximately $27 million in advisory assets and $10 million in brokerage assets to Be Wealth’s growing portfolio. The firm has growth plans to expand its footprint within the State of Kansas over the next three to five years.
For more information about Mr. Seller, Be Wealth, or the services offered, visit www.bewealth.com or contact Be Wealth at 785-309-7007 or by email at firstname.lastname@example.org