Maridea Wealth Managament Welcomes River Cities Financial Services and Dietz, Futrell & Walters Insurance, Establishing First Ohio Presence
Michael Anthony, President of River Cities Financial Services and a partner at DFW Insurance, will join Maridea as Senior Investment Advisor and Managing Partner. Anthony has more than two decades of experience in wealth planning and investment advising, having purchased an investment division in 2009 and became a firm partner in 2014. He is joined by Dustin Becker, Vice President of River Cities Financial Services and a partner at DFW Insurance, who will join Maridea as Director of Insurance. Becker brings more than 24 years of property and casualty insurance experience and has been a partner at both firms since January 2018.
“We are incredibly excited to welcome Michael, Dustin, and their teams to Maridea. They’ve built a trusted, multi-generational business rooted in genuine community relationships, and their integrated approach to insurance and wealth management is a natural complement to what we offer. This partnership supports our long-term goal of bringing Maridea’s platform to new communities like Marietta,” said Mier Wang, Founder and CEO of Maridea.
Clients of River Cities Financial Services and DFW Insurance will continue to work with the same Ohio-based team in the same offices while gaining access to Maridea’s proprietary tax services, expanded investment research capabilities, and broader planning infrastructure.
“What matters most to me is our community. Our clients can still walk through the same door, sit down face to face, and talk through their investments with the same trusted team they’ve known for years. Maridea’s resources and long-term vision let us do even more for those families and business owners, right here in the community we’ve always been part of,” said Anthony.
“Maridea is a rapidly growing firm with a strong entrepreneurial spirit, and I’m excited to work alongside such a blue-chip team of professionals,” said Becker. “Their energy, expertise, and resources will create tremendous opportunities for our team, our clients, and the community we’ve served for so long.”
About Maridea Wealth Management
Maridea Wealth Management is an SEC-registered investment advisor providing integrated financial, investment, tax, and business-advisory services to individuals, families, and business owners nationwide. With twelve offices and more than 60 professionals managing approximately $1.8 billion in assets, Maridea delivers a comprehensive wealth-management experience built around long-term relationships, thoughtful planning, and high-touch service.
To Learn More About Maridea Wealth Management
Mier Wang, Founder and Chief Executive Officer
(212) 417-9380
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