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Announced

Completed

Beacon Pointe completed the acquisition of Northstar Investment Advisors.

Synopsis

Beacon Pointe, an advisory firm, completed the acquisition of Northstar Investment Advisors, a retirement planning company. Financial terms were not disclosed. "We felt Beacon Pointe had the most compelling wealth management platform for our clients as we look to expand our financial and legacy planning services. Beacon Pointe also provided us with the ability to access institutional quality investments in areas like impact, ESG, and private equity investing, as many of our clients have a growing interest in these areas. But most importantly, it was the people at Beacon Pointe that made the difference. We share a common set of values that are focused on doing what's in the best interest of our clients, providing exceptional service, and working with people who care about our clients and their families," Charlie Farrell, Northstar CEO.

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