Maridea Wealth Management Acquires Chichester Financial Group to Expand Phoenix Presence
March 16, 2026
Maridea Wealth Management announced it has acquired Chichester Financial Group, LLC (CFG), a Phoenix-based advisory firm focused on tax-smart financial planning and tax-aware investment strategies. The deal expands Maridea’s presence in Phoenix to two offices and adds founder John J. Chichester Jr. as a Senior Financial Planner, strengthening Maridea’s retirement plan capabilities.
- Buyers
- Maridea Wealth Management
- Targets
- Chichester Financial Group, LLC
- Industry
- Financial Services
- Location
- Arizona, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Maridea Wealth Management acquires River Cities Financial Services and DFW Insurance to expand into Ohio
September 21, 2026
Financial Services
Maridea Wealth Management expanded into Ohio by adding River Cities Financial Services and Dietz, Futrell & Walters Insurance (DFW Insurance) to its wealth management platform. The combination brings an integrated model of investment advisory and insurance services, with the local teams remaining in their existing Ohio offices.
-
Maridea Wealth Management Acquires Pultro Financial Management
September 1, 2026
Financial Services
Maridea Wealth Management acquired Pultro Financial Management (PFM), an independent wealth management practice based in New Britain, Pennsylvania, managing approximately $217 million in client assets. The deal marks Maridea’s first presence in Pennsylvania and keeps the same advisor team and office while adding Maridea’s tax services, investment research capabilities, and planning infrastructure.
-
Maridea Wealth Management Acquires Park Ridge Financial
August 17, 2026
Wealth Management
Maridea Wealth Management has acquired Park Ridge Financial, a Chicago-based advisory firm providing full-service financial planning, investment management, retirement strategies, and estate conservation. The Park Ridge team will join Maridea’s existing Chicago office to expand Maridea’s local presence, while Park Ridge clients gain access to Maridea’s tax services, investment research, and broader planning infrastructure.
-
Maridea Wealth Management Acquires Ashford Investment Advisors
June 22, 2026
Financial Services
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.
-
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 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.
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.