PATH Financial Partners Launches with Osaic, Bringing Client-Centered Wealth Planning to Florida’s Public Sector

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the successful affiliation of PATH Financial Partners (‘PATH’), a new firm led by veteran advisor Jason Oestreicher, CFP®. With $125 million in assets under administration (AUA), the Fort Lauderdale-based firm specializes in serving employees of the Florida Retirement System (‘FRS’), including educators, healthcare workers and municipal employees.

Oestreicher and his team–including financial advisors Nicholas Brown, CRPC® and Travis Rich, along with executive assistant Daniel Erazo, have helped thousands of teachers, police officers, firefighters and hospital workers throughout Florida navigate the complexities of the FRS. Their deep understanding of public sector retirement planning, paired with an honest, empathetic approach, has made the team a trusted resource for clients who have made a life serving their communities.

“This transition was more than a business decision – it was personal,” said Oestreicher. “I bought my childhood home from my father when he retired, and now I get to serve the same community I grew up in. After nearly 20 years at a legacy firm, I wanted to build something that puts people first, a firm that reflects who we are and who we serve. Osaic empowers us with a level of autonomy we didn’t have before.”

After evaluating nearly half a dozen firms, the PATH team selected Osaic for its advisor-first culture, planning-centric technology and ability to scale with long-term client needs. As part of its transition, PATH partnered with Marshall Lee Rosen, a leading OSJ (Office of Supervisory Jurisdiction) within Osaic recognized for its commitment to growth. With access to an extensive suite of Osaic’s tools, the team can deliver more clarity and improved personal connection, doubling down on its mission to serve Florida’s public servants.

“Jason and his team share the values we strive to embody at Osaic—service, empathy and a deep commitment to community,” said Kristen Kimmell, executive vice president of business development at Osaic. “They’ve built something incredibly meaningful, and we’re proud to support them as they take their next step as a new firm, backed by a platform that supports their ambition and those of their clients.”

Learn more at Osaic.com.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting approximately 11,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients’ dreams. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.