Advisory M&A

Hub International Acquires Golden Corner Wealth Advisors

Hub International Ltd announced it has acquired the assets of Golden Green Inc., doing business as Golden Corner Wealth Advisors.

Located in Seneca, South Carolina, Golden Corner is a financial advisory firm specializing in wealth management and retirement. Founder Jim Charbonneau and the Golden Corner team will join Hub Carolinas. 

“We are excited to welcome the Golden Corner team to Hub Carolinas and look forward to further expanding our retirement consulting services in the region,” Tommy Suggs, president and CEO of Hub Carolinas, said in a statement.

Marsh McLennan Agency Announces Acquisition of Integrity HR Inc.

Marsh McLennan Agency, a subsidiary of Marsh, announced the acquisition of Integrity HR Inc., a human resources consulting firm based in Louisville, Kentucky.

Founded in 2007, Integrity HR will join Marsh McLennan Agency’s national employee health and benefits division. The firm will expand its offerings to include compensation consulting, executive succession planning and talent acquisition. Integrity HR’s 13 employees, including Amy Letke, founder and CEO, will join Marsh McLennan Agency.

“By bringing Integrity HR on board, we are elevating our national Employee Health & Benefits offerings to provide midsize clients with a full suite of benefits and HR services,” Kate Moher, president of national employee health and benefits at Marsh McLennan Agency, said in a statement.

Day & Ennis Joins Mercer Advisors

Mercer Global Advisors Inc. announced the acquisition of Day & Ennis LLC, which serves approximately 250 clients with assets under management of approximately $400 million.

Day & Ennis is a comprehensive wealth management firm headquartered in Macon, Georgia. The firm was founded in 1998 by John Day, and he was later joined by partners William Ennis and Matthew Heller.

“Day & Ennis has built their firm the right way by putting their clients’ interests first,” said Dave Welling, CEO of Mercer Advisors, in a statement. “We are excited to have them join our team and expand our significant presence in Georgia.”

Wealth Enhancement Group Adds Ryan Financial

The Wealth Enhancement Group announced the acquisition of Ryan Financial Inc., a hybrid registered investment adviser located in Denver.

The team at Ryan Financial, led by Robert Ryan, founder and CEO, and Erik Anderson, president, oversees more than $200 million in client assets. Founded in 2000, the firm focuses on offering qualified retirement plan support, financial planning and asset management. 

“After 23 years as a private, independent firm, the partners and advisers at Ryan Financial Inc. are eager to join forces with Wealth Enhancement Group,” Ryan said in a statement. “We are aligned with the firm’s values, and this partnership will allow us to offer our clients additional services through Wealth Enhancement Group’s Roundtable team of specialists.”

Mission Financial Planners Join Kestra Financial

Kestra Financial announced the addition of Mission Financial Planners, whose financial professionals oversee $120 million in client assets.

Located in San Antonio, the firm’s team specializes in developing personalized financial plans. The firm is led by managing members Kenneth Hamilton, Jason Duffaut and Matt Donaghue.

“We needed a partner that would let us be independent and enhance our entrepreneurial spirit while supporting our growth initiatives through competitive marketing, business consulting, and compliance resources to help us grow,” Donaghue said in a statement. “With Kestra Financial, we found the exact balance we were looking for.”