Heffernan Financial Services Acquires Ascendant Financial Solutions
May 1, 2023
Heffernan Financial Services acquired Ascendant Financial Solutions, a Registered Investment Advisor with offices in Flagstaff, Phoenix and Mesa, Arizona. Founder JD Hoyt and his team joined Heffernan effective May 1, 2023, expanding Heffernan’s wealth management capabilities and presence in Arizona.
- Buyers
- Heffernan Financial Services
- Targets
- Ascendant Financial Solutions
- Industry
- Financial Services
- Location
- Arizona, United States
- Transaction Type
- Buyout
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