2024

  • June 18, 2024
  • Gabby Mason

MetCap Wealth Management Launches With Independent Advisor Alliance

Advisor Leaves Wirehouse for Independence and Client-Centric Support CHARLOTTE, N.C. – June 18, 2024 – Independent Advisor Alliance (IAA) today announced that MetCap Wealth Management has joined its network of partner firms. Headquartered in South Portland, Maine, this partnership marks an expansion for IAA, as it extends its footprint to 28 states. Founder Peter Metcalf, [...]

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  • March 5, 2024
  • Gabby Mason

Steward Guide Wealth Partners Moves $165M Firm to Independent Advisor Alliance

CHARLOTTE, N.C. – March 5, 2024 –  Independent Advisor Alliance (IAA) today announced the addition of Steward Guide Wealth Partners to its network of partner firms. Headquartered outside Chicago in St. Charles, Illinois, Steward Guide Wealth Partners is a well-established advisory firm with a rich legacy of providing personalized financial planning services to individuals, families, [...]

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