Maridea Wealth Management Acquires Ashford Investment Advisors

June 22, 2026

Maridea Wealth Management has acquired Ashford Investment Advisors, a Daytona Beach, Florida-based wealth management firm with approximately $180 million in assets under advisement and management. The deal establishes Maridea’s first practice in Florida and keeps Ashford’s clients working with the same advisor team in the same office while gaining access to Maridea’s tax, investment research, and planning capabilities.

Targets
Ashford Investment Advisors
Sellers
Mike Walsh, Sue Walsh
Location
Florida, United States
Transaction Type
Buyout

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