Strategy
New Wealth Manager Opens In Indiana

The firm will offer financial planning, investment management, and 401(k) retirement plan services.
A new wealth management firm has launched as an independent registered investment advisor in Jeffersonville, Indiana.
Oxinas Partners Wealth Management will offer customized financial planning, investment management, and 401(k) retirement plan services in order to help individuals, families, and businesses reach their financial goals, it said in a statement.
The team is led by Gary Bouch, partner; Brian Coxon, partner; and Matthew Wagner, partner. Joining Bouch, Coxon and Wagner are Eileen Staub, office manager; and Ashleigh Foley, administrative assistant.
"The advanced capabilities of technology, custody, and service options available to independent RIAs were the biggest factors in our decision to launch our own independent RIA," said Bouch. "We believe the move best positions us to serve our clients' ever evolving needs in wealth accumulation and retirement planning."
Oxinas used Fusion Financial Partners for its RIA launch, due diligence, project management and hybrid revenue stream solutions. Oxinas Partners formed strategic relationships with providers in the industry, including Schwab Advisor Services, who will act as primary custodian for client investment assets.
Prior to launching as an independent RIA, the team's partners met and operated through Waddell & Reed in the independent contractor division. Prior to Waddell & Reed, Bouch was an advisor with Ameriprise Financial Services, UBS Financial Services, and a graduate of the Foreign Language Center US Army.