Maridea Wealth Management Acquires Chichester Financial Group

Maridea Wealth Management Acquires Pinnacle Wealth Management

July 18, 2025

Financial Services

Maridea Wealth Management has acquired Pinnacle Wealth Management, a Chicago-based advisory firm led by veteran advisor Brian Sheehy. Pinnacle will move from LPL Financial to Maridea's independent RIA platform, strengthening Maridea's Midwest presence and expanding its advisor and client capabilities; Green Sail Capital Partners served as exclusive sell-side advisor.

Maridea Wealth Management Acquires Hyperion Accounting Group to Launch Tax & Business Services Unit

December 22, 2025

Accounting & Tax

Maridea Wealth Management has acquired Hyperion Accounting Group and launched a dedicated Tax & Business Services unit. David Papotta, leader of Hyperion, will join Maridea as Director of Tax & Business Services as the firm expands its integrated financial, tax, and business-advisory offerings.

Maridea Wealth Management Acquires Hoot Wealth

August 12, 2025

Wealth Management

Maridea Wealth Management has acquired Colorado-based Hoot Wealth, a boutique advisory firm founded by Nick Crow and Bryan Hinmon. The deal brings Hoot's investment leadership onto Maridea's national platform, strengthens Maridea's presence in the Mountain states, and adds senior advisors to Maridea's executive team.

Creative Planning Acquires Marshall Financial Group

December 11, 2025

Financial Services

Creative Planning has acquired Marshall Financial Group, a Doylestown, Pennsylvania-based registered investment advisor, adding more than $900 million in assets under management and 19 employees. The deal expands Creative Planning's Mid-Atlantic presence and gives Marshall Financial access to Creative Planning's nationwide planning, tax, trust, retirement, and family office capabilities.

Credent Wealth Management Acquires TFG Advisors

July 10, 2025

Wealth Management

CX Institutional d/b/a Credent Wealth Management acquired TFG Advisors, a Michigan-based financial advisory firm with approximately $420 million in AUM and roughly 400 clients, adding Auburn Hills and Ann Arbor offices and bringing Credent close to $4.0 billion in AUM. The seven-member TFG team — including principals George Barnhart, Terry Hirsch, and Paul Reile — will join Credent; the deal supports TFG's succession plans and expands Credent's Midwest footprint.

Mercer Advisors Acquires Family Wealth Planning Group

August 1, 2025

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired Family Wealth Planning Group and its affiliate Family Wealth Tax Advisory, a Naples, Florida-based wealth and tax planning firm overseeing approximately $1.2 billion in client assets. The deal expands Mercer’s presence in Southern Florida and adds wealth, tax and estate planning capabilities while retaining the nine-member Family Wealth team.