Wealth Enhancement Group, an independent wealth management firm overseeing client assets exceeding $72.2bn, has acquired Landmark Financial Advisors, an independent registered investment advisor (RIA) based in Bowling Green, Kentucky.
Led by Bill Borders and Brent Mason, the team will add around $543m in assets under management.
Wealth Enhancement Group CEO Jeff Dekko said: “We are pleased to announce the addition of Landmark Financial Advisors to Wealth Enhancement Group.
“By joining our firm, the Landmark team will gain access to expanded resources to better serve their clients. We look forward to supporting the Landmark team as they continue to help clients pursue their financial goals.”
Since 2001, Landmark Financial Advisors has been dedicated to providing comprehensive financial services to its clients.
Specialising in financial planning, asset management, wealth management, qualified plan support, estate planning, and tax planning, the firm focuses on assisting pre-retirees and retired clientele.
Landmark Financial Advisors leaders Bill Borders and Brent Mason said: “We are thrilled to be partnering with Wealth Enhancement Group. We believe this partnership will empower our experienced team to continue to provide superior service to our clients by strengthening our wealth management offerings.”
Wealth Enhancement Group chief investments and business development officer Jim Cahn said: “This will mark Wealth Enhancement Group’s first location in the Bluegrass State.
“We are excited to welcome the Landmark team to Wealth Enhancement Group. Combining Landmark’s expertise with our existing resources and service offerings will allow us to better serve our clients and pursue new opportunities to create additional value over the long term.
“We look forward to the contributions of the Landmark team members as we collectively work to build on our success.”
Park Sutton Advisors, a Waller Helms Company, served as the exclusive financial advisor to Landmark Financial. Earlier this week, Wealth Enhancement Group acquired Asset Management Resources, an independent registered investment advisor (RIA) in Hyannis, Massachusetts.
