Batesville, In. — Giesting Financial is partnering with Prime Capital Investment Advisors (PCIA) to expand its breadth of services and support to better serve its clients. This move will also better position the Giesting Financial team for future growth.
“We have known of Prime Capital Investment Advisors for some time and have been impressed with their leadership team and operational structure. Recognizing the benefits we can provide our clients, agreeing to the partnership was an easy decision,” said Mark Giesting, owner and principal of Giesting Financial. “This partnership will provide us access to PCIA’s robust technology platform and operational structure, including their Investment Advisory Committee. For our advisory clients, this translates to expanded services through Charles Schwab, PCIA’s custodian; access to a broader array of investment solutions; and potential cost savings through the operational efficiencies we gain. Overall, it will allow us to strengthen our client relationships.”
The partnership will also allow the firm to offer retirement plan consulting services to area businesses through PCIA’s retirement plans division, Qualified Plan Advisors.
“Mark and his team have built a tremendous business based on the same principles we operate under at PCIA – serving clients to help them achieve their life’s ambitions. We could not be more excited to welcome them to our network of advisors,” said Glenn Spencer, CEO of PCIA.
This partnership comes on the heels of a recent announcement that Giesting Financial has expanded to open an office in Columbus, Indiana. The firm will retain its current brand to mitigate disruption for its clients.
“2018 has been a year of growth for PCIA. We are thrilled that Mark and his team have agreed to join PCIA and leverage our resources to better serve the Indiana market as we continue our plan to build a national brand and serve clients across the country,” said Tim Hakes, president and vice chairman of Prime Capital Investment Advisors.
