Beacon Pointe Advisors Acquires Keeney Financial Group
February 15, 2024
Beacon Pointe Advisors has merged with Keeney Financial Group, an RIA based in Columbia, Maryland, bringing roughly $560 million in client assets and a ten-person team into Beacon Pointe’s platform. The deal, Beacon Pointe’s first in the mid-Atlantic, closed on February 15, 2024; financial terms were not disclosed.
- Buyers
- Beacon Pointe Advisors
- Targets
- Keeney Financial Group
- Industry
- Wealth Management
- Location
- Maryland, United States
- Transaction Type
- Buyout
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