top of page
Black & Yellow Creative Business Facebook Cover-2.jpg

We're All In for Financial Institutions

Empowering financial institutions with tailored solutions, comprehensive compliance, and cutting-edge technology for unparalleled success.

Myrias Financial Management, LLC is a leading program management and marketing firm dedicated to empowering financial institutions with the ability to offer comprehensive financial planning and wealth management services directly within their branches. We provide these opportunities without the burdens of ownership, management, or the associated risks and costs of running an investment program and employing advisors. Our approach allows institutions to enhance their service offerings while focusing on what they do best—serving their clients.

Partnering with VFA - Financial Institut
Trusted Fiduciary Solutions

Trust Services

Comprehensive Trust Services

Empowering financial institutions with expert trust services to protect and manage client assets with confidence.

Read More
A Product-Neutral Approach

Products and Services

Comprehensive Products and Services

Empowering financial advisors with a diverse range of investment and insurance solutions, free from sales quotas or mandates.

Read More
Custom Marketing and Private Labeling

Marketing / Private Label

Tailored Marketing and Private Label Solutions

Strengthen your brand with customized marketing strategies and private labeling that resonate with your clients.

Read More
Financial Advisors for Your Institution

Recruitment

Expert Financial Advisor Recruitment

Connecting financial institutions with top-tier advisors through a meticulous and personalized recruitment process.

Read More
State-of-the-Art Technology

Technology

Innovative Technology Solutions

Empowering financial advisors with cutting-edge technology to streamline operations and enhance client service.

Read More
Proven Compliance Strategies

Compliance

Comprehensive Compliance Solutions

Ensuring full regulatory compliance for financial institutions with unmatched expertise and proactive risk management.

Read More
Trusted & Experienced

Program Management

Expert Program Management

Empowering financial institutions with over 30 years of pioneering expertise in Investment Program Management.

Read More
Seamless Medicare Solutions

Medicare Planning

Medicare Planning Partner

Through our subsidiary Senior Plan Resources, we help you navigate Medicare with confidence and clarity.

Read More
gold-background.jpg

© 2018-2024 Copyright. All Rights Reserved.

 

Myrias Financial Management

P.O. Box 12024

Kansas City, KS 66112

FOLLOW US:

  • Myrias Financial on LinkedIn

Investment and insurance products and services are offered through Osaic Institutions, Inc..  Member FINRA/SIPC.  Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or credit union.  These products are subject to investment risk, including the possible loss of value.

​

Senior Plan Resources, LLC is a wholly owned subsidiary of Myrias Financial Management, Inc. Neither Myrias Financial or Senior Plan Resources are affiliated with Osaic Institutions, Inc.

 

Osaic Insitutions, Myrias Financial, and Senior Plan Resources do not provide tax or legal advice.

bottom of page