Journey Strategic Wealth Adds MDL Wealth Advisory Team
August 21, 2024
Journey Strategic Wealth announced that the MDL Wealth advisory team — led by founder Michael LaBarbera and including advisors Ted Albrecht, Carol Liddy and Sheila Meneses — has joined its RIA platform, bringing roughly $200 million in advisor AUM and raising Journey's total AUM to $3.7 billion. The move establishes Journey's presence in Tampa and expands the firm's national footprint while providing MDL Wealth with Journey's middle- and back-office infrastructure and investment operations.
- Buyers
- Journey Strategic Wealth
- Targets
- MDL Wealth
- Industry
- Wealth Management
- Location
- Florida, United States
- Transaction Type
- Addon
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