Integrated Partners Onboards Prout Financial Design

Integrated Partners Adds Morrison Nordmann Wealth Management

December 16, 2025

Wealth Management

Integrated Partners has added Morrison Nordmann Wealth Management, a Lansing/East Lansing, Michigan-based advisory firm bringing approximately $200 million in client assets onto its RIA platform. The move expands Integrated Partners' presence in Michigan and provides Morrison Nordmann access to the platform's planning, operational and advisor support resources to support growth and serve higher-net-worth clients.

FINN Partners Acquires Outré Creative

February 1, 2023

Marketing & Advertising

Global marketing and communications firm FINN Partners has acquired Outré Creative, a 15-person award-winning creative and digital design agency that supports financial services clients. The move strengthens FINN's EMEA footprint and expands its global financial practice and integrated creative capabilities.

Integrated Partners Adds San Diego-based RetirementDNA

January 25, 2025

Wealth Management

Integrated Partners, a national RIA serving over $20 billion in assets under advisement, announced that San Diego-based RetirementDNA has joined its network. The deal expands Integrated Partners' West Coast presence and strengthens its retirement plan and private wealth management capabilities by providing RetirementDNA access to Integrated's institutional resources and CPA alliance program.

Wealth Enhancement acquires Parros Financial Group

March 31, 2026

Wealth Management

Wealth Enhancement acquired Parros Financial Group, a hybrid RIA based in Ann Arbor, Michigan, managing over $118 million in client assets. The acquisition closed on March 31, 2026 and marks Wealth Enhancement’s first location in the Ann Arbor market, expanding its total client assets to more than $146.5 billion.

Savant Wealth Management Partners With Grand Capital Advisors to Expand Michigan Presence

February 28, 2026

Wealth Management

Savant Wealth Management partnered with Grand Capital Advisors, a Grand Blanc, Michigan registered investment advisor with about $127 million in assets under management, expanding Savant’s footprint in the Midwest. The partnership closed on February 28, 2026, with terms not disclosed, and Duetsch and Schiestel becoming member-owners in Savant.

Mission Wealth Acquires RightPath Investments & Financial Planning

February 19, 2026

Wealth Management

Mission Wealth has merged with RightPath Investments & Financial Planning, a Colorado-based independent, fee-only wealth advisory firm founded by Steven R. Smith. As part of the integration Smith will join Mission Wealth as a Special Advisor and Megan Nuttelman will join as a Wealth Advisor; the deal expands Mission Wealth's footprint in Colorado and strengthens its retirement planning capabilities.