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Massachusetts-Based Advisor Joelle Spear Launches Independent Firm with Osaic

Sentiment:Neutral (40)

Summary

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #Independence--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today that Joelle Spear, CFP® has joined its growing network of advisors. Formerly a partner and financial advisor at Canby Financial Advisors, an affiliate of Commonwealth, Spear is launching her independent firm, Spear Wealth Management. Based in Framingham, Massachusetts, the firm oversees approximately $170 million in assets under administration (AUA).

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Article published on August 14, 2025 by businesswire