Former RBC Wealth Management Advisor with $250 Million in Assets Joins Advisor Group
Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that Tom Delich, founder of Delich Wealth Management from New Brighton, Minnesota, has joined Financial Dimensions Group.
Financial Dimensions is one of the largest groups affiliated with Advisor Group, holding more than 60 financial professionals managing over $4.2 billion in total client assets.
Delich and his team, including wealth advisor Ben Freeby and registered client associate Mary Farnham bring $250 million in client assets to the Advisor Group network. Delich joins Advisor Group from RBC Wealth Management.
Delich Wealth Management provides its clients with a holistic approach to wealth management by integrating client objectives into a personalized plan that grows and changes along with their needs and goals.
“I’m pleased to welcome Tom and his team to Advisor Group,” Greg Cornick, president, advice and wealth management, Advisor Group, said. “Their impressive growth and dedication to holistic wealth management make them a great addition to Financial Dimensions Group. Our value proposition and scale continue to resonate across the marketplace, as advisors are attracted to our industry-leading combination of resources, services and support that helps unlock their growth potential.”
Delich began his career in financial services at TCF Bank in 1997, where he worked as a supervisor and investment representative. He joined RBC Wealth Management in 2000, and for the past 23 years, has partnered with individuals, families and small business owners to create personalized wealth management strategies.
“We are excited to partner with Financial Dimensions Group and look forward to all the benefits of being part of Advisor Group,” said Delich. “After researching the many firms out there, we believe we found the best solution for our firm and, more importantly, our clients. Their multitude of investment strategies broadens our current capabilities, while their advanced trading tools and state-of-the-art technology will allow us to best address our clients’ needs. With Advisor Group, we will have the independence and flexibility we want to run our firm as we see fit, and the resources and support we need to continue our success into the future.”
Delich graduated from Bethel University with a bachelor’s degree. He also received education and experience in the Marine Corps Reserves with MP company out of Fort Snelling.
As The DI Wire previously reported in April 2023, Advisor Group announced that it is moving its multi-brand network to a single, rebranded entity.
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