Adding Concierge-Style Financial Planning to Its Growing Ecosystem
Associate Owners Group (AOG) is proud to announce it has acquired Logos Wealth Management, a boutique financial planning firm headquartered in Scottsdale, Arizona. Founded in 2015 by Magally Tejada and Dr. Edward Burns Jr., Logos Wealth Management brings a distinctly personal, relationship-driven approach to retirement planning and financial wellness; a natural addition to the AOG family of companies.
At the core of Logos is the “Live Life Free” mantra; the belief that people deserve to live debt free, retire with confidence, and enjoy their wealth in peace. Since founding, the firm has served more than 2,500 families with insurance and retirement solutions and achieved approximately $30 million in annuity production; built on a foundation of intentional selectivity, concierge-level planning, and a deliberate shift away from transactional, production-driven models.
Concierge Service. Long-Term Relationships.
Dr. Edward Burns Jr. brings a documented track record of six-figure production across every IMO, with an established book of business that formed the foundation for transitioning into an independent advisory model. Alongside him, Magally Tejada identified a gap in the industry; shifting away from recruitment-driven messaging toward a model centered on client stories, trust, and long-term financial clarity. Together, they built a firm where clients are not transactions, but long-term relationships rooted in trust, education, and community. Their ideal clients are disciplined professionals, business owners, and married couples intentional about building long-term financial security.
Built on Values. Aligned with AOG…
