Heffernan Financial Services Acquires First Coast Wealth Advisors
January 1, 2024
Heffernan Financial Services (with Heffernan Insurance Brokers) has acquired First Coast Wealth Advisors, a St. Augustine, Florida-based wealth advisory firm, effective January 1, 2024; terms were not disclosed. The First Coast team, led by founder Jeff Helms, joined Heffernan to expand the firm's wealth advisory capabilities and establish a Florida presence.
- Buyers
- Heffernan Financial Services, Heffernan Insurance Brokers
- Targets
- First Coast Wealth Advisors
- Industry
- Financial Services
- Location
- Florida, United States
- Transaction Type
- Buyout
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