Baltimore firm joins Grove Point to benefit from open-architecture platform, greater investment options and enhanced marketing tools
Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Forward Financial, a Baltimore-based firm managing $34 million in assets.
“As an experienced financial professional, Aaron is committed to helping his clients on the path to financial success, particularly during challenging times in their lives. We look forward to partnering with him as we acclimate Forward Financial into our culture of service and support.”
Headed by Aaron M. Polun, Forward Financial specializes in developing personalized financial plans for clients across all stages of life. He works closely with individuals undergoing significant changes that affect their finances, such as a pending or recent retirement, loss of a spouse, divorce, and job or career change. Aaron M. Polun offers fee-based planning and advice as well as investment management strategies.
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Polun’s move to Grove Point Financial was fueled by the desire to work with an established team of financial professionals, utilize an open-architecture platform with more investment options, and expand his existing clientele through marketing and enhanced service offerings. Polun was referred to Grove Point by one of its professionals who has had a positive experience with the firm.
“We are pleased to welcome Forward Financial and its clients to the Grove Point team,” said Rob Engle, Executive Vice President of Business Development at Grove Point Financial. “As an experienced financial professional, Aaron is committed to helping his clients on the path to financial success, particularly during challenging times in their lives. We look forward to partnering with him as we acclimate Forward Financial into our culture of service and support.”
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Forward Financial will leverage Grove Point’s team and resources to reach more clients, while Polun will remain independent as an entrepreneur. Forward Financial plans to grow its footprint across Maryland, Virginia, Delaware, and the Washington, D.C., metro area by attracting more fee-based and investment management clients.
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