Wealth Enhancement Group Acquires Starfox Financial Services

Wealth Enhancement Acquires XO Wealth Management

March 28, 2025

Financial Services

Wealth Enhancement has acquired XO Wealth Management, an independent RIA based in Dallas, Texas, whose team of three advisors and three support staff manages over $516 million in client assets. The deal expands Wealth Enhancement's footprint in Texas to 11 locations and increases the firm's total client assets to more than $107.5 billion.

Wealth Enhancement Group Adds The Financial Advisory Group (Houston RIA)

June 9, 2024

Financial Services

Wealth Enhancement Group has added The Financial Advisory Group, LLC, a Houston-based independent RIA led by Richard J. Alphonso, bringing a team of seven advisors and 14 support staff managing over $1.22 billion in client assets. The move expands Wealth Enhancement Group's presence in Texas (its third location in the state) and broadens its tax planning, family office and niche advisory capabilities.

Wealth Enhancement Group Acquires Peak Financial Services, Inc.

July 9, 2024

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Peak Financial Services, Inc., a hybrid RIA based in Northborough, Massachusetts that oversees more than $123 million in client assets. The deal expands Wealth Enhancement Group's presence in Massachusetts and the Northeast and brings Peak Financial's founder Kevin O'Brien and his team onto Wealth Enhancement's platform.

Wealth Enhancement Group Acquires Heacock & Jones Financial Services, Inc.

May 3, 2023

Wealth Management

Wealth Enhancement Group, a national independent wealth management firm based in Minneapolis, has acquired Heacock & Jones Financial Services, Inc., an independent RIA in Dubuque, Iowa that manages roughly $355 million in client assets. The deal expands Wealth Enhancement Group's presence in Iowa and increases its total client assets to more than $66.8 billion.

Wealth Enhancement Group Acquires Ryan Financial, Inc.

July 6, 2023

Wealth Management

Wealth Enhancement Group, a national independent wealth management firm, acquired Ryan Financial, Inc., a hybrid RIA based in Denver that oversees more than $200 million in client assets. The acquisition expands Wealth Enhancement Group’s presence in the Denver metro area and brings Ryan Financial’s retirement-plan and financial planning capabilities into Wealth Enhancement’s Roundtable platform.

Wealth Enhancement Group Acquires Foundational Wealth Advisory (Macon, GA)

December 28, 2023

Wealth Management

Wealth Enhancement Group announced the acquisition of Foundational Wealth Advisory, LLC, a hybrid registered investment advisor based in Macon, Georgia, led by Eric S. Wilson. The deal expands Wealth Enhancement Group’s national footprint and advisory team as it continues to grow its network of independent wealth management practices.