Hub International Acquires Raffa Financial Services, Inc.

HUB International Acquires Assets of Renaissance Benefit Advisors Group, LLC

November 6, 2023

Financial Services

Hub International Limited has acquired the assets of Renaissance Benefit Advisors Group, LLC, a retirement plan consulting and institutional investment advisory firm. The RBA founder Ellen Lander and her team will join Hub Mid-Atlantic as Hub expands its retirement consulting capabilities and presence in the Northeast.

Hub International Acquires AFS 401(k) Retirement Services and AFS Financial Group

December 4, 2023

Financial Services

Hub International Limited has acquired the assets of AFS 401(k) Retirement Services, LLC and AFS Financial Group, LLC, two Bethesda, Maryland-based retirement plan consulting and wealth management firms. The acquisition will expand Hub's Retirement and Private Wealth capabilities and integrate the AFS team into Hub's Mid-Atlantic practice; terms were not disclosed.

HUB International Acquires Millennium Advisory Services, Inc.

September 7, 2021

Financial Services

HUB International Limited has acquired Millennium Advisory Services, Inc., a fee-only financial planning and asset management firm based in Glen Allen, Virginia. The acquisition (terms undisclosed) brings Millennium's team, including co‑founders Paul Hunt and Steve Anderson, into HUB's Retirement and Private Wealth (Hub RPW) Mid‑Atlantic practice to strengthen HUB's presence in Virginia and the education/endowment markets.

Hub International Acquires Assets of WFG Benefits, Inc.

October 6, 2020

Insurance

Hub International Limited acquired the assets of WFG Benefits, Inc., a McLean, Virginia-based insurance and employee benefits planning firm. The acquisition, announced October 6, 2020, expands Hub’s Mid-Atlantic benefits capabilities and geographic footprint; terms were not disclosed.

HUB International Acquires the Assets of Epstein Financial Group

June 1, 2021

Wealth Management

HUB International Limited acquired the assets of Epstein Financial Services LLC and Epstein Financial Group LLC, an East Longmeadow, Massachusetts-based independent Registered Investment Advisor. Terms were not disclosed; Charlie Epstein, Principal and Founder, will join Hub Retirement and Private Wealth as the deal expands HUB's retirement and wealth management capabilities.

HUB International Acquires 401(k) Advisors, Inc.

April 6, 2022

Financial Services

HUB International Limited has acquired the assets of 401(k) Advisors, Inc., a Wilmette, Illinois–based retirement plan consulting firm with $1.3 billion in assets under advisement. The acquisition expands HUB’s retirement capabilities and strengthens its Midwest presence; terms were not disclosed.