Cetera Financial Group Acquires Powell Financial Partners

August 3, 2023

Cetera Financial Group has acquired Powell Financial Partners, an independent wealth management firm based in Georgetown, Texas. The deal brings the three-person Powell team into the Cetera Wealth Partners community and supports succession planning, practice monetization, and continued service for the firm's retirement-focused clients.

Targets
Powell Financial Partners
Location
Texas, United States
Transaction Type
Buyout

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