Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Freehold Wealth Management has joined its network. The family-led firm, headquartered in Landrum, South Carolina, oversees approximately $576 million in client assets and was previously affiliated with Stifel Independent Advisors.
Led by President Cynthia “Cindy” Boyle, John Boyle and Managing Partner Mary Steele, Freehold Wealth Management has evolved from a husband-and-wife practice into a multigenerational business that includes the Boyles’ daughter, Steele. The firm has also expanded its geographic reach through the addition of financial professionals serving clients in Wisconsin, Michigan and North Carolina.
Freehold Wealth Management provides estate- and trust-focused guidance and serves a diverse client base. The team selected Osaic for its combination of scale and personalized support, as well as access to Ladenburg Thalmann Asset Management’s curated asset management capabilities and comprehensive research solutions. Osaic’s community and succession-planning resources were also important factors in the firm’s decision.
“Freehold Wealth Management has always been built around family, trusted relationships and helping clients plan thoughtfully for the future,” said Cindy Boyle. “Osaic offers the scale and depth of resources we were seeking while preserving the close-knit, entrepreneurial environment that is central to our culture.”
The firm initially affiliated with Osaic in April, 2026, with additional financial professionals including Shelley Strobel-Erhardt, James Thornton, Mark Bloomer, Michael Wiseman and Jerry Pyles joining subsequently.
“I’m focused on building our family business into a firm that can serve clients and their families for decades to come,” said Steele. “Osaic’s community, succession-planning capabilities and broad wealth management resources give us a strong foundation for that next chapter. We’re excited to collaborate with and work in a community that understands both where we have come from and where we want to go.”
“Freehold Wealth Management represents the type of entrepreneurial, client-focused firm that thrives at Osaic,” said Shannon Reid, president of Osaic and head of advisor growth and engagement. “I’ve had the pleasure of getting to know Mary over the past several years through our work together on the Financial Services Institute Board, and I’ve long admired her leadership, dedication to the profession and commitment to serving clients. I’m thrilled to welcome Mary, Cindy, John and the broader Freehold team to Osaic. They built a meaningful multigenerational business grounded in personal service and long-term relationships, and we are proud to support their continued growth across the communities they serve.”
Osaic provides independent financial professionals with access to wealth management resources, technology, business consulting and succession-planning support designed to help them operate more efficiently, pursue sustainable growth and devote more time to clients.
The affiliation follows other recently announced firms that have selected Osaic in recent months, including another family-led firm, Pearce Financial, as well as Signature Private Wealth Management, and Neville & Associates.
To learn more about Osaic, please visit 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 over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. 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., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
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