Luxon Financial Closes Acquisition of Tradition Capital Management

Firm to Help Clients Manage Approximately $3.5 Billion in Assets May 01, 2019 07:00 AM Eastern Daylight Time RICHMOND, Va.–(BUSINESS WIRE)–Luxon Financial LLC, an independent financial services firm and the parent of wealth manager Cary Street Partners, today announced that …

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Luxon Financial to Combine with New Jersey-Based Tradition Capital Management

Transaction Expands Combined Firm’s National Client Base and Client Service Capabilities RICHMOND, Va.–(BUSINESS WIRE)–Luxon Financial LLC, an independent financial services firm and the parent of wealth manager Cary Street Partners, announced today that it has entered into a definitive agreement …

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Cary Street Partners prevails in arbitration with Edelman Financial Services

The firm had sought over $3 million from former retirement plan division executive R.J. Reibel over claims he violated a non-solicitation clause in his contract. Edelman Financial Services’ dispute with one of its former executives has ended up with the …

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Luxon Financial announces the election of Wendy Rogers to the Firm’s Board of Managers

Luxon Financial LLC, the parent company of Cary Street Partners LLC, is pleased to announce the election of Richmond resident Wendy Rogers to its Board. Ms. Rogers currently serves as Vice President, National Relationship Management of The Signatry, a global …

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Cary Street Partners Adds Financial Advisor to its Richmond Team

Richmond, Virginia – November 5, 2018 – Cary Street Partners is pleased to announce that Russell Rea Keller, Jr. has joined its Richmond wealth management team. Mr. Keller brings his 29 years of broad- based experience in the banking and …

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Cary Street Partners Ranked Top Three Richmond Area Wealth and Asset Management Companies by BizSense

The List ranks companies each year in 24 of Richmond’s most dynamic industries. The List is an essential sales tool and includes all the companies in a given industry plus intel about each firm’s leadership and mission. See the list …

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