The firm has formed a new branch, pulling together a business in Oregon and southern California.

Steward Partners, a financial services firm, has formed the Lindsey-Trost Group of Steward Partners. 

This branch has been built by unifying the Lindsey Group, an office under the Steward Partners umbrella operating from Lake Oswego, Oregon, and Trost Financial, a boutique advisory firm headed by Greg Trost in Los Angeles’ Century City business district.

The addition of Trost and his staff to the Steward Partners team brings an additional $180 million in assets under management, taking the total at Lindsey-Trost Group to $712 million in AuM.

This partnership will operate as a hybrid branch spanning the West Coast, with the Lindsey office continuing to conduct business in Lake Oswego and Trost maintaining his base in Century City, a new territory for Steward Partners. 

Trost Financial team member Michael Mora will also join the Lindsey-Trost Group as a partner, vice president, and wealth manager. He is accompanied by Katie Scott, who will take on the roles of partner, VP, and client administrative manager.

Steward Partners was launched in 2013.