Ty J. Young Wealth Management Acquires Bethel Retirement Planning
September 14, 2026
Ty J. Young Wealth Management acquired Bethel Retirement Planning, a Mesa, Arizona firm led by Dan Bethel. The deal further expands Ty J. Young Wealth Management’s annuity-advisor succession platform, helping independent financial professionals transition their clients and annuity books.
- Targets
- Bethel Retirement Planning
- Sellers
- Dan Bethel
- Industry
- Wealth Management
- Location
- Arizona, United States
- Transaction Type
- Buyout
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