DFPG Expands with $340 Million Pennsylvania Office
DFPG Investments Inc., a dually registered independent broker-dealer and registered investment advisor, announced the addition March Forward.
DFPG Investments Inc., a dually registered independent broker-dealer and registered investment advisor, announced the addition of Pennsylvania-based wealth advisory firm March Forward to its RIA and broker-dealer platform.
The March Forward team, comprised of Marc Bernstein, Andrew Babson, Kevin Crowley, Andrew Hauber and Chris Truscello, oversee $340 million of investor assets.
“We spent a lot of time researching the right partner for this next phase of March and we couldn’t be more excited about the tools and resources available to us through the DFPG platform,” said Marc Bernstein, founding partner of March Forward.
The March Forward team specializes in comprehensive and advanced planning for investors and business owners throughout the Northeast.
“We were thrilled when March made the decision to join the DFPG family,” said Ryan Smith, president of DFPG. “They are a perfect fit for our culture, and we are confident that our platform will help propel their practice to another level.”
DFPG is an independent broker dealer and RIA with registered representatives and investment advisors located across the country. DFPG focuses on alternative investments, with a focus on securitized real estate.
