Integrated advisory Nexus Financial is a marketing organization combining Independence Financial Group and RHM Partners, representing an opportunity to offer a unified solution to independent advisors seeking streamlined processes and enhanced support.

Broad product access With a strong life, annuity, long term care and disability product lineup and access to Osaic Wealth, there is potential to cross-sell a wide range of financial products and planning services to affluent clients and business owners.

Technology leverage Osaic Wealth provides a mature tech platform; co-marketing with Nexus could highlight digital adoption, client experience improvements, and scalable administration to attract advisors seeking modern tech enablement.

Market reach State securities registrations across 30 plus states and a multi-state broker-dealer/RIA relationship suggest expansion opportunities to recruit new advisors and expand geographic coverage.

Financial heft signals Estimated revenue in the mid tens of millions positions Nexus as a mid-sized partner that can compete for mid-market advisor relationships, indicating an opportunity to present scalable growth and profitability advantages in BD conversations.