Southern Ridge Advisory Joins Thoroughbred Financial and Osaic
Lexington, Kentucky, USA, July 21st, 2026, FinanceWire
Thoroughbred Financial, an OSJ affiliated with Osaic, today announced that Southern Ridge Advisory, led by Steve Allen and his son John Allen, has joined the firm.
Steve Allen built Southern Ridge on the foundation of a highly successful CPA practice, earning a reputation for deep, trust-based client relationships. He is now bringing John into the business to help run day-to-day operations, with a clear path for John to eventually take over leadership of the firm, a succession plan that reflects the same long-term thinking Steve has always brought to his clients’ financial lives.
In joining Thoroughbred, the Allens cited a desire for stronger support infrastructure, a collaborative culture, and room to grow, resources they felt were h...
