$206 Million Firm Joins Cetera

Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that the advisors of True Wealth Advisor Group have affiliated with Cetera Advisor Networks via Cetera Wealth Partners.

The True Wealth Advisor Group team manages approximately $206 million in assets under administration, as of Jan. 30, 2023, and was previously affiliated with SagePoint Financial.

Firm principals Jon Green and Maggie Green are joined by longtime partner Tom Fisher and have more than 70 years of combined experience. Cetera says the team offers various financial solutions to individuals, families and small businesses.

“The seasoned True Wealth Advisor Group team epitomizes the industry’s best advisors who prioritize client needs above all else,” said Tom Halloran, president of Cetera Wealth Partners. “We share these and other important values and look forward to collaborating to drive positive outcomes for their business growth and client success. We welcome Jon, Maggie and Tom to Cetera Wealth Partners and are confident they will be very fulfilled and fit in well at Cetera Wealth Partners.”

The advisors of True Wealth Advisor Group represent the latest recruit for Cetera, which achieved record recruiting results in 2022, attracting $13 billion in assets under administration.

Cetera Financial Group serves more than 8,000 independent financial professionals and their teams, including tax professionals, banks and credit unions in providing financial planning and wealth management services. Cetera oversees approximately $322 billion in assets under administration and $115 billion in assets under management, as of Dec. 31, 2022.

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