Apella Wealth Grows with Acquisition of Barker Financial Group

Apella Wealth Expands Horizons with New Acquisition

Apella Wealth is thrilled to announce its recent acquisition of Barker Financial Group, Inc. This strategic move not only marks a significant milestone in Apella's journey but also broadens its service offerings to individuals, families, and businesses. By incorporating Barker Financial, Apella establishes a foothold in new markets, enhancing its regional financial planning and investment management abilities.

About Barker Financial Group

Barker Financial, founded in 1997 and led by the experienced financial advisor Jim Barker, is known for delivering tailored financial planning and wealth management services. The firm has built a solid reputation for its commitment to client success, focusing on providing personalized advice and innovative solutions that align with clients' life goals.

A New Chapter for Both Companies

The CEO of Apella, Patrick Sweeny, expressed enthusiasm about the acquisition, stating, "We are excited to welcome Jim and his team to the Apella family. Their extensive experience and commitment to helping clients achieve their financial goals aligns with Apella’s mission and values." This sentiment underscores the shared values between the two firms and sets the stage for a seamless integration.

Expanding Resources and Services

Working together, Apella and Barker Financial will be able to leverage each other's strengths. Jim noted the advantages of partnering with Apella, highlighting that it allows Barker Financial to maintain its personalized approach while accessing enhanced resources and services. This collaboration is expected to benefit clients in numerous ways, including more comprehensive financial management and planning.

Growth and Future Prospects

This acquisition represents Apella’s nineteenth addition to its growing family and is the eighth since its involvement with Wealth Partners Capital Group (WPCG). This partnership has been instrumental in helping Apella expand strategically, demonstrating the firm’s commitment to continual growth in the wealth management sector.

As of the recent acquisition closing, Apella Wealth has reached an impressive $4.72 billion in assets under management. This milestone further showcases Apella's success in scaling its operations and solidifying its reputation within the industry.

Understanding Apella Wealth

Founded in 2014 by Patrick Sweeny and David Connelly, Apella Wealth is driven by a passion for empowering clients to achieve their long-term financial objectives. As a national registered investment advisor (RIA), Apella emphasizes Evidence-Based investing and meticulous financial planning.

Headquartered in West Hartford, Apella serves a diverse range of clients through various financial advisory offices located throughout the country. The firm's advisors are dedicated to cultivating lasting relationships with clients, embodying a philosophy that champions 'Advice for Life.' Their wide-reaching suite of services is designed to meet the unique needs of both individual and institutional investors.

About Wealth Partners Capital Group

Wealth Partners Capital Group (WPCG) plays a vital role in Apella's expansion strategy. As a financial services holding company, WPCG invests in and partners with leading wealth management firms. The goal is to equip partners with the necessary tools for strategic growth while providing access to expanded capabilities and tailored transitions. WPCG's involvement amplifies Apella’s commitment to holistic and client-centered financial services.

It’s essential to note that Apella Wealth is registered with the Securities and Exchange Commission (SEC) and operates exclusively in jurisdictions where it is registered or exempt from registration requirements. Engagement with a registered investment advisor signifies a commitment to prudent financial stewardship, ensuring clients receive informed and strategic guidance.

Frequently Asked Questions

What is Apella Wealth?

Apella Wealth is a financial advisory and wealth management firm focused on helping individuals and businesses achieve their financial goals through personalized services.

Who is Barker Financial Group?

Barker Financial Group is a registered investment advisor known for providing tailored financial planning and wealth management services since 1997.

How will the acquisition benefit clients?

The acquisition will enhance resource availability and service offerings for clients, allowing for more comprehensive financial management and personalized advice.

What has been the growth trajectory of Apella Wealth?

Apella Wealth has significantly expanded its operations with eighteen successful acquisitions, including eight since joining forces with WPCG, increasing its assets under management to $4.72 billion.

What is the mission of Apella Wealth?

Apella Wealth's mission revolves around offering Evidence-Based investing and nurturing client relationships, aiming to provide 'Advice for Life' to all their clients.

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