Today, the leadership team from Midwest Financial Partners announced the group’s formation of the independent registered investment advisory firm Octavia Wealth Advisors (Octavia). The transition to this new wealth management business marks what the firm’s chief executive Maxim Meyers calls “a natural evolution of our service delivery” at a time when more Americans than ever need client-focused and impartial quality financial advice.
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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.
