Ty J. Young Wealth Management Acquires Charlotte Financial Services, LLC

Ty J. Young Wealth Management Acquires Financial Practice of John Jaboor

September 20, 2024

Financial Services

Ty J. Young Wealth Management has acquired the financial practice of Tiburon, California-based advisor John Jaboor as he retires. The acquisition expands Ty J. Young's West Coast footprint and is the firm's 39th acquisition in the last six years, extending its suite of wealth-management services to Jaboor's clients.

Ty J. Young Wealth Management Acquires Amatulli and Associates Financial Services

July 1, 2024

Financial Services

Ty J. Young Wealth Management has acquired Amatulli and Associates Financial Services, an Indiana-based wealth management firm. The deal, which closed in July, expands Ty J. Young Wealth Management's footprint in the Midwest and provides Amatulli clients access to Ty J. Young's broader services and resources.

Ty J. Young Wealth Management Acquires Republic Asset Management

July 10, 2023

Financial Services

Atlanta-based Ty J. Young Wealth Management has acquired Republic Asset Management, a Tallahassee, Florida financial advisory practice. The deal expands Ty J. Young's presence and client base in Florida and gives Republic Asset Management clients access to TJY's broader suite of wealth-management services.

Ty J. Young Wealth Management Acquires Michael R. Martin's Insurance Practice

December 14, 2022

Financial Services

Ty J. Young Wealth Management acquired the insurance and wealth advisory practice of Michael R. Martin in Reidsville, North Carolina, in a deal that closed in November 2022. The acquisition brings Mr. Martin's clients into Ty J. Young's platform as the advisor retires and expands the firm's presence in North Carolina.

Ty J. Young Wealth Management Acquires P.A. Berg Retirement Solutions

March 22, 2022

Wealth Management

Ty J. Young Wealth Management acquired Chicago-based P.A. Berg Retirement Solutions, with the transaction closing on March 22, 2022. The acquisition expands TJY's footprint into the Chicago market and gives P.A. Berg clients access to TJY's broader advisory resources and services.

Ty J. Young Wealth Management Acquires Annuity Pros, LLC

July 14, 2022

Financial Services

Ty J. Young Wealth Management, an Atlanta-based wealth management firm, has acquired Annuity Pros, LLC, a Gulf Breeze, Florida financial services firm specializing in retirement planning and fixed annuities. The deal is part of Ty J. Young's ongoing nationwide expansion, marking its 22nd acquisition in four years.