Bury Financial Group Undergoes Change

BOARDMAN – In September, Bury Financial Group’s broker dealer, SagePoint Financial, announced that its parent company changed its name to Osaic. It was formerly Advisor Group.

The rebranding united the company’s eight wealth management firms. Osaic now encompasses 11,000 financial professionals and more than $500 billion in client assets.

With over $600 million under management, Bury Financial Group is Osaic’s top producing team in Ohio. Todd Bury, president, remains in the top 1% of advisers at the firm.


Bury Financial Group hired two advisers – Nicholas Romeo and Sarah Bury – in 2023 and also client service specialist Amanda Peffer. The firm now has seven advisers and five support staff.

Published by The Business Journal, Youngstown, Ohio.