A 35-person team formerly affiliated with AXA Equitable Advisors has broken away from the insurance and investment management giant to set up its own Merchant Investment Management-backed RIA. Formerly known as Midwest Financial Partners, the Cincinnati, Los Angeles, San Diego and Miami-based group will now be known as Octavia Wealth Advisors.
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Octavia Wealth Advisors (“Octavia”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Octavia and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://octaviawa.com.
