Hybrid RIA Adds Independent Advisory Firm To Growing Platform
ACG Wealth has brought Alliance Financial Partners, a Milledgeville, Ga.-based independent wealth advisory firm representing 125 families, onto its independent financial planning and private wealth platform.
Led by Stan Charping and Ed Weimer, Alliance Financial Partners chose ACG Wealth because the consolidated strengths provided the best fit for their clients. ACG Wealth is the intersection point of several powerful financial practices comprising a total of $1.8BB in assets. Alex Reffett, a Private Wealth Advisor with ACG Wealth, is managing the transition.
“At ACG Wealth, our purpose is to guide our clients to use their money strategically so they can strive to get what they want out of life,” Reffett said. “Our planning and advice is tailor-made for the families and individuals we represent, which is similar to Alliance Financial. Simply put, it’s not all about beating the market – it’s about life.”
The agreement expands ACG Wealth’s geographic footprint in Georgia. ACG is headquartered in Atlanta and opened an office in St. Simons in 2012. It also has offices in New York, Houston and Raleigh/Durham.
ACG Wealth has deep resources in financial planning, private wealth and retirement plan services as well as fiduciary standards, providing transparency, communication and compliance with state and federal regulations.
“ACG is similar to Alliance Financial in that each client is unique and receives specialized attention,” said Charping. “At the same time, ACG offers our clients comprehensive financial planning, which is a new level of service. This is an exciting opportunity.”
About ACG Wealth
ACG Wealth advisors bring a combination of personalized investment and strategic, comprehensive financial planning to wealth management. The Atlanta-based independent firm serves high net worth individuals, foundations, endowments and retirement plans and has more than $1.8 billion in total assets under management. Securities are offered through Arkadios Capital. For more information visit www.acgwealth.com.