Islamorada Investment Management Acquires Picket Fence Financial to Launch Bastion Fiduciary
April 23, 2025
Islamorada Investment Management (IIM) has acquired Picket Fence Financial and the combined firm will rebrand as Bastion Fiduciary. The deal creates a fee-only, SEC-registered advisory with roughly $110 million AUM and a multi-office footprint, combining IIM's value-investing strategies with expanded financial planning and retirement/tax capabilities from Picket Fence Financial.
- Buyers
- Islamorada Investment Management
- Targets
- Picket Fence Financial
- Industry
- Financial Services
- Location
- Maryland, United States
- Transaction Type
- Buyout
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