KANA Private Wealth Group Acquires The Foley Group's Financial Planning & Advisory Business
November 25, 2024
KANA Private Wealth Group, a Tampa-based boutique wealth management firm, has acquired the financial planning and advisory business of The Foley Group in Fairfax, Virginia. The deal facilitates the retirement/exit of Thom J. Foley and strengthens KANA's presence in the northern Virginia/Washington, D.C. market while ensuring continuity of services for The Foley Group's clients.
- Buyers
- KANA Private Wealth Group
- Targets
- The Foley Group (financial planning and advisory business)
- Sellers
- The Foley Group, Thom J. Foley
- Industry
- Accounting & Tax
- Location
- Virginia, United States
- Transaction Type
- Divestiture
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