Press Releases — ��Ƶapp® Wealth Management

��Ƶapp Welcomes Sylvan Financial Advisors

New Jersey-based Sylvan Financial Advisors recently joined the ��Ƶapp Community, concluding their search for a partner who could meet their clients’ growing financial planning needs.

��Ƶapp Welcomes Veteran Financial Advisor Ali Kazemi and His Northern California-based Sentinel Financial Group

Ali Kazemi said he was initially drawn to ��Ƶapp because of their technology, and became even more attracted once he observed the engaged, active and collaborative community of Financial Professionals.

��Ƶapp Wealth Management Welcomes Noble Oak Financial

Financial Professionals Josh Linton, Mike Koltz and Danielle Boutwell affiliate with ��Ƶapp.

��Ƶapp Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets

Growth-minded advisors John Surace and Kelly Powers attracted by ��Ƶapp’s network of affiliated CPAs, higher levels of service, and direct access to ��Ƶapp leadership.

��Ƶapp Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards

��Ƶapp is a 2024 "Wealthies" finalist for “��Ƶapp Rise to Elite,” its home-grown, complimentary peer-to-peer coaching program for firms aspiring to achieve significant growth in their wealth management business.

��Ƶapp Wealth Management Welcomes Financial Advisor Erin Hinzmann

Financial advisor leaves Ameriprise seeking growth opportunities, access to tax-advantaged investment products, and ��Ƶapp’s advanced case solutions team for complex-case support

��Ƶapp Acquires GA Investment Management Adding 10-person, $400-Million Practice to ��Ƶapp’s Employee-based Model

Pennsylvania-based firm’s financial advisors and wealth management team have become investment adviser representatives of ��Ƶapp Planning Partners through the employee-based model of ��Ƶapp

��Ƶapp Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference

The annual event gives attendees the opportunity to hear ideas, strategies and best practices they can take back to their firms to build on client successes.

��Ƶapp Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business

Integrated Tax & Wealth Strategies’ founder – highly successful independent financial advisor Brian Stephens – will continue with the tax practice. Integrated Tax & Wealth Management’s other financial advisors and wealth management team have become W-2 investment adviser representatives of ��Ƶapp Planning Partners℠.

��Ƶapp Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community

Having been part of a family-owned business for many years, personal relationships are key to Heidi and Nic, and they said they’ve seen that reflected in the culture of the ��Ƶapp Community.

��Ƶapp Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm with Over $100 Million in Total Client Assets

Tax-focused Financial Professional transferred from Crown Capital Securities to leverage ��Ƶapp’s tax-intelligent tools, technology and Home Office’s 40 years of experience supporting tax professionals

Cetera Holdings Announces Close of ��Ƶapp Acquisition

��Ƶapp to operate as a unique community within Cetera Holdings, bringing more than 3,100 financial professionals and over $82 billion in assets to Cetera

��Ƶapp Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets

Focused on growth and expanding partnerships with tax professionals, Heims and Gnoinski bring their New York-based Lincoln Sparrow Advisors team to ��Ƶapp from SagePoint Financial

��Ƶapp Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the ��Ƶapp Community

The event’s “Profound Approach, Enduring Impact” theme reflects how independent ��Ƶapp Financial Professionals’ tax-intelligent approach to financial planning changes clients’ lives.

��Ƶapp Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused ��Ƶapp Community Keeps Growing

Nearly $564 million in third quarter newly recruited assets more than doubles the year-ago quarter.

Financial Advisor Aaron Watson Returns to ��Ƶapp, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC

One year after transferring to Cambridge Investment Research, Inc., Watson rejoins ��Ƶapp to regain the benefits of its tax-centric platform, technology and Home Office

��Ƶapp Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group

25-year industry veteran advisor attracted by close-knit ��Ƶapp Community, ease of doing business, and opportunities to partner with CPAs in the ��Ƶapp network.

��Ƶapp Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning’s IBD Elite 2023 Study

��Ƶapp’s ratio of women Financial Professionals also compares favorably to the industry average of 18%.

��Ƶapp Enters into Definitive Agreement to be Acquired by Cetera Holdings

��Ƶapp Financial Professionals and Accounting Firms to Expand and Enhance Cetera’s Wealth Management Group Ecosystem

��Ƶapp Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets

30-year-old, California-based wealth management firm attracted by opportunities to partner with CPAs across the ��Ƶapp Community to deliver unified services to clients.

��Ƶapp Welcomes CFR Capital with $120 Million in Total Client Assets

Scottsdale-based firm attracted by ��Ƶapp’s technology, tax-focus and collaborative community.

��Ƶapp Named Finalist in Service Excellence Category at the 2023 WealthManagement.com “Wealthies” Industry Awards

Firm's proactive service journey and subsequent results earn nod from notable industry awards.

��Ƶapp Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to ��Ƶapp’s Employee-based Model

��Ƶapp® has acquired Summit Wealth Advocates (Summit), a Minnesota-based wealth management firm with approximately $330 million in total client assets as of June 30, 2023.

��Ƶapp Recruiting Outlook Remains Strong as Tax and Financial Professionals Seek Faster Growth and Superior Service

More than 100 independent Financial Professionals have joined ��Ƶapp this year through the second quarter as they seek better support, resources and more collaboration on tax-intelligent planning.

��Ƶapp Earns 2023 Great Place to Work Certification

��Ƶapp®, a leader in tax-focused financial planning and wealth management, announced it has earned the Great Place to Work certification.

��Ƶapp Promotes Jennifer Hutchins to Co-Chief Investment Officer

Hutchins and Co-CIO Ivan Gruhl will further enhance impact of research and investment management for ��Ƶapp’s independent Financial Professionals and accounting firms.

��Ƶapp Expands Business Development Team with Veteran Financial Services Recruiters, each with More than 30 Years of Experience

Bruce Tuckey and Dave Renko bring decades of experience to their roles at ��Ƶapp and will help expand the ��Ƶapp Community of accounting firms and tax-focused Financial Professionals.

��Ƶapp Reports Robust Recruiting Pipeline as Prospects Continue to See Tax-Advantaged Wealth Management as a Preferred Growth Pathway

��Ƶapp reports more than $228 million in newly recruited assets during 2023’s first quarter with continued interest from growth-minded independent financial professionals and accounting firms.

��Ƶapp Welcomes Walter Pardo and His New Jersey-based Wealth Financial Partners Team

A successful and growth-minded financial advisor, Pardo chose ��Ƶapp for its tax-focused approach to wealth management, specialized Home Office support teams, and deep network of CPAs and tax professionals

��Ƶapp Launches its Women’s Advisor Forum to Further Empower Female Financial Professionals

Growth-minded Financial Professionals want the competitive advantage of ��Ƶapp’s tax-focused wealth management, service excellence and close-knit ��Ƶapp community of like-minded Financial Professionals

��Ƶapp Sets Record with Approximately $1.7 Billion in Full-Year 2022 Newly Recruited Assets, up Approximately 79% from the Prior Year

��Ƶapp continued its record-breaking recruiting results during the fourth quarter of 2022, contributing to full-year 2022 newly recruited assets of approximately $1.7 billion, an increase of approximately 79% over 2021.

��Ƶapp Appoints Melissa Loner as Chief Compliance Officer

“I am pleased to welcome Melissa who joins an energized ��Ƶapp leadership team committed to creating value for our Financial Professionals, CPA firms, Home Office staff, and investors,” said Chris Walters, CEO of ��Ƶapp, Inc.

��Ƶapp Wealth Management Hosts 1,100 Affiliates, Educational Partners and Home Office Staff at National Conference in Atlanta

“Power of Community” themed event showcases success of the ��Ƶapp Community, and the company’s focus on helping Financial Professionals grow their businesses

20 Acquisitions in 20 Months Fuel Significant Growth of ��Ƶapp’s Employee-Based RIA Model

A series of acquisitions has helped the ��Ƶapp® employee-based model to significantly grow total client assets and its geographic footprint.

��Ƶapp Recruiting Success Continues During Third Quarter, Driving Year-to-Date Newly Recruited Assets to Approximately $1.3 Billion

Financial Professionals transferring to ��Ƶapp to access its deep network of CPAs and tax pros; recruits also looking to leverage ��Ƶapp’s tax-smart investing tools to better serve clients

Public Accounting Firm Topel Forman Affiliates with ��Ƶapp Planning Partners for Wealth Management and Financial Planning Services

120-person firm chooses ��Ƶapp for its proven model, successful track record partnering with accounting firms

��Ƶapp Reports Newly Recruited Total Client Assets Exceeding $1 Billion During First Half of 2022, Surpassing the Firm’s Full-Year 2021 Results

Growth-minded Financial Professionals want the competitive advantage of ��Ƶapp’s tax-focused wealth management, service excellence and close-knit ��Ƶapp community of like-minded Financial Professionals

Veteran Financial Advisor Jeffrey Steinberg Joins ��Ƶapp’s Employee-based RIA, Expanding ��Ƶapp RIA Footprint to Florida

20-year financial services veteran leverages flexible ��Ƶapp affiliation models to create a future focused on consistent client service and growth opportunities

��Ƶapp Planning Partners Recognizes Affiliate Accomplishments During Largest-ever National Conference

��Ƶapp Planning Partners Recognizes Affiliate Accomplishments During Largest-ever National Conference. Annual Elevate Conference showcases high-performance individuals and firms.

��Ƶapp Planning Partners Recognizes Affiliate Accomplishments During National Conference

Annual Elevate Conference showcases highest performing individuals and firms

��Ƶapp Welcomes ATS Advanced Trustee Strategies with Over $400 Million in Total Client Assets

Highly successful veteran advisor Sandeep Varma chooses ��Ƶapp to access its vast network of CPAs, tax pros and accounting firms, and for direct access to ��Ƶapp senior leadership.

��Ƶapp Posts Record-setting Recruiting Results During the First Quarter of 2022 with approximately $529 Million in Recruited Assets

Financial Professionals are transferring to ��Ƶapp for better service levels, enhanced technology and products, direct access to senior ��Ƶapp leadership, and a strong sense of community.

��Ƶapp Adds Veteran Business Development Leader Elvis Medica as Success Grows Recruiting Highly Productive Financial Professionals

Medica’s experience includes leadership roles with Cetera Financial Group, a large LPL-affiliated OSJ, and several other national sales positions for brokerage and mutual fund companies

��Ƶapp Welcomes Sullivan Financial Services, Inc., with More Than $200 Million in Total Client Assets

Thomas Sullivan chooses ��Ƶapp for its responsiveness, product lineup, and strong network of accounting firms to further enhance growth opportunities in Las Vegas

��Ƶapp Acquires Gene Bell & Associates, Expanding Employee-based RIA Footprint to the Northwest

Well-known tax expert and Financial Professional Gene Bell joins ��Ƶapp, further strengthening the firm’s value to CPAs and tax pros serving clients at the intersection of tax and financial planning

��Ƶapp President Todd Mackay to Open Annual FSI OneVoice Conference

Several ��Ƶapp leaders slated as featured speakers on FSI OneVoice panels in Dallas

��Ƶapp Works with the SEC to Settle 1st Global Regulatory Matter

��Ƶapp® reported today that it has entered into a settlement with the U.S. Securities and Exchange Commission (SEC) on behalf of 1st Global Advisors, Inc., which was acquired by ��Ƶapp’s parent in May 2019.

��Ƶapp Acquires Warner Finance, with $258 Million in Client Assets, Further Expanding Northeast Footprint of ��Ƶapp’s Employee-based RIA

��Ƶapp®, a leader in tax-focused financial planning, has acquired Pennsylvania-based Warner Finance, with approximately $258 million in total client assets as of Oct. 11, 2021.

��Ƶapp Welcomes Newest Members of Senior Leadership Team

��Ƶapp®, a leader in tax-focused financial planning, has added Chief of Staff, Holly Manton, and Vice President of Software Engineering, Suman Aluru, to the company’s Senior Leadership Team.

��Ƶapp Completes Acquisition of Headquarters Advisory Group, LLC

��Ƶapp℠, a leader in tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.

��Ƶapp Agrees to Acquire Headquarters Advisory Group, LLC, with $1.1 Billion in Client Assets, which would Expand ��Ƶapp’s In-house RIA to Northeast

Transaction would enable independent affiliate to monetize its firm, shift administrative tasks to ��Ƶapp, and fully focus on growth and superior end-client service

��Ƶapp President Todd Mackay to Open FSI OneVoice Conference in Orlando with Other ��Ƶapp Leaders Attending as Featured Panelists

FSI annual conference brings together independent financial services firm executives to share critical insights on the most important issues affecting their businesses

��Ƶapp Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth

From in-person meetings at Booth #225, to hosting a session on developing a business succession plan, ��Ƶapp will show how offering holistic financial services enhances accounting firm value

��Ƶapp Wealth Management Hosts Nearly 1,000 Affiliates, Partners and Home Office Staff at National Conference in Dallas

In-person meetings, collaboration and celebration of affiliates’ successes launch ��Ƶapp and its unique community of Financial Professionals into the second half of 2021 and beyond