Simplicity Group Acquires Professional Planning Services
September 17, 2025
Simplicity Group has acquired Professional Planning Services (PPS), welcoming Chris Lester, Keith Lester, and Katelyn Erchick as partners. PPS will rebrand into the Simplicity Wealth Advisors platform and operate out of Simplicity's Summit, New Jersey office to expand the firm's wealth and protection capabilities.
- Buyers
- Simplicity Group
- Targets
- Professional Planning Services
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Transaction Type
- Buyout
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.