Trilogy Financial Services Acquires E. F. Heagen & Associates and Mandichak Investment Retirement & Estate Planning
August 24, 2022
Trilogy Financial Services, a national wealth management firm headquartered in Huntington Beach, California, has acquired two independent advisory practices: E. F. Heagen & Associates and Mandichak Investment Retirement & Estate Planning. The additions bring more than $160 million in brokerage and advisory assets and over 500 clients to Trilogy as part of its strategy to partner with mature advisory practices and support advisor succession.
- Buyers
- Trilogy Financial Services
- Targets
- E. F. Heagen & Associates, Mandichak Investment Retirement & Estate Planning
- Sellers
- E. F. Heagen & Associates (Ed Heagen), Mandichak Investment Retirement & Estate Planning (Joseph Mandichak)
- Industry
- Wealth Management
- Location
- United States
- Transaction Type
- Addon
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