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Wealth Enhancement Group, an unbiased wealth administration agency with some $72 billion in shopper belongings, has purchased Foundational Wealth Advisory, a hybrid RIA primarily based in Macon, Georgia.
The addition of Foundational Wealth Advisory is Wealth Enhancement Group’s seventeenth acquisition of 2023 and brings it a 3rd workplace in Georgia, based on the agency.
“We’re excited to welcome the wonderful staff of monetary professionals at Foundational Wealth Advisory to Wealth Enhancement Group,” CEO Jeff Dekko mentioned in a press release. “Eric [Wilson] and his staff perceive the importance of taking a collaborative method to monetary planning, and their in depth information and expertise will assist us develop collectively.”
Since 2017, Basis Wealth Advisory has centered on serving multigenerational shoppers with wealth administration providers, together with asset, legal responsibility, philanthropic and property planning.
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