Tuesday, April 16, 2024
HomeLife InsuranceWealth Enhancement Group Buys Georgia RIA

Wealth Enhancement Group Buys Georgia RIA

Wealth Enhancement Group, an unbiased wealth administration agency with some $72 billion in shopper property, has purchased Foundational Wealth Advisory, a hybrid RIA based mostly in Macon, Georgia.

The addition of Foundational Wealth Advisory is Wealth Enhancement Group’s seventeenth acquisition of 2023 and brings it a 3rd workplace in Georgia, in keeping with the agency.

“We’re excited to welcome the superb workforce of economic professionals at Foundational Wealth Advisory to Wealth Enhancement Group,” CEO Jeff Dekko mentioned in an announcement.  “Eric [Wilson] and his workforce perceive the importance of taking a collaborative method to monetary planning, and their in depth data and expertise will assist us develop collectively.” 

Since 2017, Basis Wealth Advisory has targeted on serving multigenerational purchasers with wealth administration providers, together with asset, legal responsibility, philanthropic and property planning.   



Please enter your comment!
Please enter your name here

Most Popular

Recent Comments