World Investments, Inc. Expands Presence with Freeman & Vannauker Acquisition

On January 14, 2025, World Investments, Inc. made waves in the financial advisory sector by announcing its acquisition of Freeman & Vannauker LLC (FV), a well-respected independent financial services firm based in Freehold, New Jersey. This strategic move not only expands World Investments’ footprint in the competitive New York City metro area but also reinforces its commitment to delivering top-tier financial planning and investment management services to individuals, families, and businesses.

The acquisition showcases World Investments' ambitious growth strategy, as FV brings approximately $190 million in assets under management. Formerly affiliated with the Osaic network of firms, FV specializes in comprehensive financial services, including crafting investment strategies, retirement planning, educational funding, and providing insurance and risk management solutions. The firm has built its reputation over the years by prioritizing client-centric approaches and innovative solutions.

In a statement, Troy Hammond, CEO of World Investment Advisors, expressed enthusiasm about welcoming the Freeman & Vannauker team back to the World community. “They are an impressive group of advisors, and their addition will further enhance our organizational momentum. Reuniting with FV not only expands our reach but also enriches the services we can offer our clients,” Hammond stated.

Brian Freeman and Mark Vannauker, Partners at FV, also shared their excitement: “Joining World Investments allows us to streamline operations while offering a more extensive range of products and services. Our ethos and long-term growth strategy align perfectly with World’s vision. We are eager for this partnership and what it can achieve for our clients.”

Tom Hyland, President of World Investments, remarked on the merger's significance, emphasizing that the decision by Brian and Mark to return is a testament to the supportive environment and operational synergies within World Investments. “Their choice reinforces our commitment to growth-oriented advisor firms and reflects the robust support we offer them to enhance the level of service provided to their clients,” Hyland stated.

This acquisition marks the 11th strategic transaction by World Investment Advisors since October 2023, highlighting its dedication to expanding its wealth management arm. The timing of this acquisition aligns seamlessly with a broader trend in the financial services industry, where firms are increasingly looking to merge for greater operational efficiency and enhanced client service.

World Investment Advisors operates as a significant player in the financial advisory landscape, having rebranded from Pensionmark Financial Group. It boasts a network of over 350 advisors and staff spread across more than 65 locations in the U.S. The firm caters to a diverse client base with various specialties, including defined contribution, retirement planning, and wealth management.

Freeman & Vannauker will continue to operate from its Freehold location, offering its established client base a broadened suite of services as part of World Investments. As financial markets evolve and client needs grow more complex, this acquisition positions both firms to navigate the financial landscape effectively while maximizing client satisfaction.

For more information about World Investment Advisors and their offerings, please visit their website. Similarly, details about Freeman & Vannauker’s services can be found on their official site, Freeman & Vannauker.

This acquisition not only symbolizes growth for both involved entities but also sets a precedent in the financial advisory sector for future collaborations and acquisitions. The industry can anticipate further developments as World Investments continues to solidify its status in the market.