Acquisition Context The firm was acquired by Cerity Partners in early 2022 and merged by 2023, indicating a recent shift in ownership and potential opportunities to align with Cerity Partners’ broader platform and client base.

AUM Opportunity Current AUM is around 1.7 billion prior to the merger, suggesting a large, long-term wealth management client base that may benefit from integrated advisory services, retention efforts, and cross-sell with Cerity Partners’ resources.

Growth Gap Revenue is disclosed as 1 to 10 million, indicating a mid-market advisory firm scale with room for revenue growth through expanded services, digital adoption, and expanded succession planning after the merger.

Technology Stack Existing tech includes cloud hosting, data storage, CMS, and security tools (AWS, S3, WordPress, Mimecast, etc.), which presents opportunities to upsell advanced cybersecurity, data analytics, client portal enhancements, and modernization services.

Market Positioning Independent, fee-only fiduciary advisory with a multi-decade track record in wealth management positions the firm for strategic partnerships, turnkey RIA platform integrations, and scalable advisory solutions targeting similar mid-sized firms seeking robust platforms.