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News ReleaseFOR IMMEDIATE RELEASE
(Columbus, Ohio) Kensington Wealth Partners recently announced changes involving its broker-dealer, Lincoln Financial Advisors (LFA), that will provide further improvements in service and offerings for its current and future clients.
Lincoln Financial Group has entered into an agreement with Osaic, Inc., one of the nation’s largest providers of wealth management solutions, to purchase and oversee Lincoln’s wealth management business. This means that when the deal closes (expected in spring 2024), Kensington Wealth will become a part of the Osaic organization. This will not impact the services provided to Kensington’s clients and LFA will continue to act as the broker-dealer and registered investment advisor firm.
“Our team is excited about the potential to leverage Osaic’s extended resources to help our clients continue to improve their financial journey,” said Paul A. Gydosh, Jr., CFP®, Managing Director of Kensington Wealth Partners. “With this change, we want to assure all clients that their relationship with us and the service they’ve come to expect will continue.”
Kensington Wealth Partners provided the following list of benefits surrounding the new transition and partnership:
• The transition is expected to be smooth and seamless with no added work or disruption to investment accounts or interactions with the Kensington team. In fact, all account numbers will remain the same.• Being part of Osaic will allow Kensington to offer a much wider and enhanced range of wealth management services and solutions to meet its clients specific needs and objectives.• As Kensington Wealth Partners works through this transition, it remains committed to keeping its clients and partners informed and updated on current and future enhancements.
For more information or questions about the transition, contact Paul at 614.431.4336 or Paul.Gydosh@KensingtonWealth.com. Regular updates on this topic and other valuable financial information will be posted as it is available at kensingtonwealth.com.
ABOUT KENSINGTON WEALTH PARTNERS, LTD.Kensington Wealth Partners, Ltd. is a premier financial planning organization centrally based in Columbus, Ohio with clients in 26 states and major cities including Chicago, New York, Boston, Washington D.C., and Miami. The firm provides comprehensive financial solutions and results to its clients, utilizing smart technology and resources at both the local and national levels. Kensington Wealth Partners draws from numerous minds in the field – portfolio specialists, advanced case designers and dedicated support personnel. That combined expertise helps the firm handle unique financial situations each day, week, and month – year after year. For more information about Kensington Wealth Partners and its professionals, visit Kensingtonwealth.com.