Taking the Pain out of Advisor Transitions: Case Study

ACG Wealth is pleased to welcome Krier Wealth Management, a Jacksonville-based advisor practice. This combination marks ACG’s 15th merger.  Krier Wealth, headed by Joe Krier, is a three person operation that has served households and small businesses for over 25 years.

ACG Wealth has grown its total assets under management to nearly $2BB mostly through crafting mutually beneficial business relationships such as this. Becoming a part of ACG has numerous benefits for an advisor firm. Many advisors who are approaching retirement view this combination as a method of succession planning. By joining ACG, advisor firms gain access to an investment committee and dedicated team to help construct client portfolios.

As a rapidly growing firm, ACG Wealth realizes that the experience that clients have as they transition to us is of utmost importance. Stephen Ferencik, an advisor with ACG, will manage the client relationships alongside Joe Krier. The team will first work together to establish a plan that involves all parties. To help ensure that risks are minimized, Stephen will hold multiple meetings and continually be in contact with Krier, his team, and his clientele.

Any advisor firms who are interested in joining ACG should email acg@acgwealth.com.