Michael Halvorsen and his son Joseph Bates have formed MRK Wealth Advisors, a Doylestown, Pennsylvania-based wealth management firm that will specialize in serving executives in the pharmaceutical industry.
MRK Wealth Advisors will use the broker-dealer and registered investment advisory platforms of Summit Financial, a Parsippany, New Jersey-based hybrid managing $3.4 billion.
Halvorsen and Bates formerly were affiliated with Asset Planning Services, a registered investment advisory firm in Harleysville, Pennsylvania.
See the latest Advisers on the Move here.
The post Father-son planning duo launch firm aimed at pharma execs appeared first on InvestmentNews.
As our second lead editor, Cindy Hamilton covers health, fitness and other wellness topics. She is also instrumental in making sure the content on the site is clear and accurate for our readers. Cindy received a BA and an MA from NYU.