Simplicity Group Acquires Guardian Financial Group
May 6, 2021
Simplicity Group has acquired Guardian Financial Group, adding the specialized financial planning practice focused on religious leaders and their families to its group effective May 3, 2021. Guardian will rebrand to Simplicity, retain its offices in Mansfield, Texas, and Jerry Whitley joins as a partner and shareholder to expand Simplicity's distribution and advisory capabilities.
- Buyers
- Simplicity Group
- Targets
- Guardian Financial Group
- Platforms
- Simplicity Group
- Industry
- Financial Services
- Location
- Texas, United States
- Transaction Type
- Addon
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