Announced
Completed
Synopsis
BIP Wealth, a provider of investment management and sophisticated planning solutions, completed the acquisition of The Money Advisor Group, a registered investment advisory firm. Financial terms were not disclosed. "From the beginning, our focus has been on taking care of our beloved clients and team members. Our longstanding commitment to serving our clients in every way possible has been and continues to be our primary mission, even as we discussed how a partnership with BIP Wealth would take shape. Our earliest discussions made it clear that BIP aligns with our values and priorities," Tim Money, The Money Advisor Group Founder.
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