Long-time financial advisor Mark Orgel has launched Orgel Wealth Management, an employee-owned, independent investment advisory firm based in Altoona, WI.

The new firm will serve individual investors, trusts, foundations, retirement plans and corporations. It has $4 billion in assets and has selected BNY Mellon’s Pershing Advisor Solutions for all its custody and clearing services.  

Team members includes specialists in the areas of wealth management, retirement plan consulting, mergers and acquisitions/business consulting, and financial planning, the firm said. 

According to FINRA records, Orgel previously worked at RBC Capital Markets.