SageView Advisory Group Acquires Palmer Retirement Consulting
January 11, 2024
Newport Beach-based SageView Advisory Group has acquired Palmer Retirement Consulting, a Fort Wayne, Indiana advisory firm that serves institutional retirement plan sponsors and individual wealth management clients. The deal, which closed Dec. 15, 2023, brings Palmer's leadership and staff into SageView as part of SageView's ongoing strategy to expand its institutional retirement consulting capabilities under its partnership with Aquiline Capital Partners.
- Buyers
- SageView Advisory Group
- Targets
- Palmer Retirement Consulting
- Platforms
- SageView Advisory Group
- Industry
- Wealth Management
- Location
- Indiana, United States
- Transaction Type
- Addon
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