Announced
Financials
Tags
United States
investment advisory
Private
Pending
Majority
Acquisition
Asset Managers and Custodians
Single Bidder
Friendly
Synopsis
Wealth Enhancement Group, an independent wealth management firm, agreed to acquire JOYN Advisors, a registered investment adviser based in Atlanta. Financial terms were not disclosed. The transaction is expected to close by April 1, 2020. "JOYN has developed an outstanding team of financial professionals and innovative solutions that will benefit from our capabilities at Wealth Enhancement Group, while also augmenting our own national presence. We are eager to support JOYN as they work to improve the financial lives of their clients and embrace our team-based, client-centered culture. We look forward to seeing this team catalyze the expansion of our presence in the Atlanta metro area in the near future," Jeff Dekko, Wealth Enhancement Group Chief Executive Officer.
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