Wealth Enhancement Acquires FPG Private Wealth

Wealth Enhancement Group Acquires Peak Financial Services, Inc.

July 9, 2024

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Peak Financial Services, Inc., a hybrid RIA based in Northborough, Massachusetts that oversees more than $123 million in client assets. The deal expands Wealth Enhancement Group's presence in Massachusetts and the Northeast and brings Peak Financial's founder Kevin O'Brien and his team onto Wealth Enhancement's platform.

Wealth Enhancement Group Acquires Piermont Wealth Management Inc.

March 28, 2024

Financial Services

Wealth Enhancement Group announced the acquisition of Piermont Wealth Management Inc., an independent RIA with approximately $226 million in client assets. The deal expands Wealth Enhancement Group’s presence in Florida (its 12th Florida office) and increases the firm’s total client assets to more than $79 billion.

Wealth Enhancement Group Acquires Ryan Financial, Inc.

July 6, 2023

Wealth Management

Wealth Enhancement Group, a national independent wealth management firm, acquired Ryan Financial, Inc., a hybrid RIA based in Denver that oversees more than $200 million in client assets. The acquisition expands Wealth Enhancement Group’s presence in the Denver metro area and brings Ryan Financial’s retirement-plan and financial planning capabilities into Wealth Enhancement’s Roundtable platform.

Wealth Enhancement Acquires Guidance Wealth (Elkhart, IN)

November 6, 2025

Wealth Management

Wealth Enhancement has acquired Guidance Wealth, an independent registered investment advisor based in Elkhart, Indiana that oversees approximately $165 million in client assets. The acquisition closed on October 31, 2025 and increases Wealth Enhancement's total client assets to more than $125.1 billion while bringing the Guidance Wealth advisory team onto Wealth Enhancement's national platform.

Wealth Enhancement Group Acquires BFS Wealth Management

December 15, 2022

Financial Services

Wealth Enhancement Group acquired BFS Wealth Management, a hybrid registered investment advisor based in Iselin, New Jersey that oversees roughly $523 million in client assets. The deal expands Wealth Enhancement Group’s footprint in the New York–New Jersey–Connecticut Tri‑State region to 12 offices and brings a team of three advisors and six support staff onto its national platform.

Wealth Enhancement Group Acquires Retirement Advisory Group

November 8, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, announced the acquisition of Retirement Advisory Group, a hybrid RIA based in Eden Prairie, Minnesota, bringing roughly $150 million in client assets and a five-person team into Wealth Enhancement's platform. The deal expands Wealth Enhancement Group's Twin Cities presence and increases its assets under management.