HUB International Acquires Assets of Heritage Wealth Management Group (PA)

HUB International Acquires Assets of WealthPlan Advisors, LLC

August 3, 2022

Financial Services

HUB International Limited acquired the assets of WealthPlan Advisors, LLC, an independent Scottsdale-based investment advisor, to expand its retirement and wealth advisory capabilities in the Southwest. WealthPlan Advisors had nearly 600 clients and managed more than $2.3 billion in assets as of March 2022; terms were not disclosed and the firm was represented by Wise Rhino Group.

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 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 Assets of Franklin Financial Group (MD)

November 3, 2023

Wealth Management

Hub International Limited has acquired the assets of Franklin Financial Group, LLC and Franklin Investment Group, LLC, expanding Hub’s employee benefits, retirement and wealth management presence in the Baltimore/Hunt Valley, Maryland area. The Franklin principals and team will join Hub Mid-Atlantic; terms were not disclosed and MarshBerry served as financial advisor to Franklin Financial Group.

Hub International Acquires the Assets of Aegis Retirement Group

July 1, 2021

Financial Services

Hub International Limited has acquired the assets of Aegis Retirement Group, LLC, a Memphis-based retirement plan consulting and wealth management firm. Walter Grant, Aegis's founder and president, will join Hub Retirement and Private Wealth as the deal strengthens Hub's retirement and wealth management capabilities in the Mid-South region. Terms were not disclosed.

HUB International Acquires Assets of IBG Financial Partners

April 15, 2021

Financial Services

HUB International Limited acquired the assets of IBG Financial Partners, LLC, a Foxborough, Massachusetts-based retirement plan consulting team. The IBG team will join Hub Retirement and Private Wealth in New England, strengthening HUB’s retirement and wealth management capabilities; financial terms were not disclosed.