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Announced

Completed

KANA Strategic completed the acquisition of the financial planning and advisory business from The Foley Group.

Synopsis

KANA Strategic, a boutique wealth management firm, completed the acquisition of the financial planning and advisory business from The Foley Group, a full-service accounting firm. Financial terms were not disclosed. "I started working with Thom and his clients, providing financial planning and investment advisory services almost 10 years ago. It has been a very strong strategic partnership, and I am happy to continue to take care of Thom's clients as he retires. This acquisition confirms our commitment to our clients and strengthens our position as a firm in the northern Virginia/Washington DC market," Mark H. Woodward, KANA Founder and CEO.

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