F.L.Putnam Investment Management Company today announced the acquisition of AOG Wealth Management, an independent registered investment advisor based in Reston, Virginia, with more than $330 million in assets under management. This transaction is F.L.Putnam’s fifth acquisition over the past year.
“Our combination with AOG demonstrates our commitment to providing value-added services to our current clients while enhancing our team with talented advisors in new locations where our clients live and work. The addition of AOG expands our geographical presence and marks our 10th office. We are thrilled to welcome the AOG team to F.L.Putnam as we continue to empower our clients in achieving their financial goals,” stated Tom Manning, CEO of F.L.Putnam.
Founded in 2000 by Frederick P. Baerenz, AIF®, AOG is an independent advisory firm that provides customized investment solutions to high-net-worth individuals, companies, pension plans, trusts, and donor-advised funds. The firm serves clients across Northern Virginia, Washington D.C., and Maryland from its offices in Reston, Virginia. AOG’s 9-person team, including its three CFP® professionals, has joined F.L.Putnam. Mr. Baerenz will now serve as President of the AOG Institutional Fund (AOGFX).
“Joining F.L.Putnam presents an exciting opportunity for our advisors to access a broader range of services for their clients. For me personally, this transaction enables me to continue building a world-class interval fund,” commented Fred Baerenz. “F.L.Putnam is a respected brand, and we look forward to collaborating with this exceptional team, who share our commitment to delivering outstanding service and innovative investment solutions to our combined client base.”
Financial terms of the transaction, which closed on February 28, 2025, were not disclosed.
About F.L.Putnam Investment Management Company
F.L.Putnam is an independent registered investment advisor that serves individuals, single and multi-family offices, endowments, foundations, and other RIAs. The firm provides a comprehensive suite of investment, financial planning, and family office solutions that help clients build, preserve, and manage their wealth. Headquartered in Lynnfield, Massachusetts, F.L.Putnam has been serving clients nationally for more than 40 years. For more information, please visit www.flputnam.com or follow F.L.Putnam on LinkedIn.
