Maridea Wealth Management, a Brooklyn, New York-based registered investment advisor managing approximately $2 billion in assets, has announced that River Cities Financial Services and Dietz, Futrell & Walters Insurance (DFW Insurance) have joined its national platform.
The partnership establishes Maridea’s first presence in Ohio, adding three offices in Marietta, Beverly, and Chillicothe while expanding the firm’s integrated wealth management, financial planning, and insurance capabilities.
The two affiliated firms have longstanding relationships with individuals, families, and business owners throughout Ohio. Their addition supports Maridea’s strategy of expanding into new geographic markets by partnering with established advisory businesses that maintain deep relationships within their local communities.
DFW Insurance was founded in 1948 as an independent insurance agency. Its wealth management affiliate, River Cities Financial Services, was established in 1985, extending the business into financial planning, retirement planning, investment planning, and estate planning.
Together, the firms provide a combination of personal insurance, business insurance, employee benefits, and comprehensive wealth management services.
Their operating model allows clients to address multiple financial needs through established advisory relationships, including investment management, retirement preparation, estate planning, and insurance protection.
The partnership brings these capabilities into Maridea’s broader platform, which combines financial planning, investment management, tax services, and business advisory solutions.
As part of the transaction, Michael Anthony, President of River Cities Financial Services and a partner at DFW Insurance, will join Maridea as Senior Investment Advisor and Managing Partner.
Anthony brings more than two decades of experience in wealth planning and investment advisory services. He purchased an investment division in 2009 and became a partner in 2014, helping develop the affiliated firms’ financial services operations.
Dustin Becker, Vice President of River Cities Financial Services and a partner at DFW Insurance, will become Maridea’s Director of Insurance.
Becker has more than 24 years of property and casualty insurance experience and has served as a partner at both firms since January 2018.
His appointment strengthens Maridea’s insurance capabilities as the company continues developing its integrated financial services offering.
Several additional professionals will join Maridea from the two Ohio businesses, providing continuity for existing clients while expanding the national firm’s advisory and insurance expertise.
From River Cities Financial Services, Investment Advisors Stacey Brooks, Keith Thieman, Brayden Sallee, and Rick Walters will join the organization, alongside Operations Manager Janelle Sprague and Client Service Associate Tammy Wells.
From DFW Insurance, Insurance Agents Mishelle…
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