Ty J. Young Wealth Management Acquires P.A. Berg Retirement Solutions

Ty J. Young Wealth Management Acquires Bethel Retirement Planning

September 14, 2026

Wealth Management

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.

Ty J. Young Wealth Management Acquires McCarrell Insurance

May 21, 2026

Financial Services

Ty J. Young Wealth Management has announced the acquisition of McCarrell Insurance to expand its national presence and client service capabilities. McCarrell Insurance has served clients throughout western Pennsylvania, and the deal is positioned as a transition for customers to gain access to expanded retirement planning, investment management, and insurance resources.

Ty J. Young Wealth Management Acquires Senior Wealth Advisors

March 12, 2026

Financial Services

Ty J. Young Wealth Management has acquired Cincinnati-based Senior Wealth Advisors. The transaction expands Ty J. Young’s Midwest presence and integrates Senior Wealth Advisors into its national platform, giving the advisory firm’s clients access to broader investment management, retirement planning, and insurance services.

Ty J. Young Wealth Management Acquires Financial Practice of John Jaboor

September 20, 2024

Financial Services

Ty J. Young Wealth Management has acquired the financial practice of Tiburon, California-based advisor John Jaboor as he retires. The acquisition expands Ty J. Young's West Coast footprint and is the firm's 39th acquisition in the last six years, extending its suite of wealth-management services to Jaboor's clients.

Ty J. Young Wealth Management Acquires Republic Asset Management

July 10, 2023

Financial Services

Atlanta-based Ty J. Young Wealth Management has acquired Republic Asset Management, a Tallahassee, Florida financial advisory practice. The deal expands Ty J. Young's presence and client base in Florida and gives Republic Asset Management clients access to TJY's broader suite of wealth-management services.

Ty J. Young Wealth Management Acquires Charlotte Financial Services, LLC

November 1, 2022

Financial Services

Ty J. Young Wealth Management, an Atlanta-based independent wealth management firm, has acquired Charlotte Financial Services, LLC of Matthews, North Carolina. The deal — closed in November 2022 — transfers the practice and client relationships of CEO John Kastraba, Sr to Ty J. Young as part of Kastraba's retirement and expands Ty J. Young's national footprint.