Navitas Wealth Advisors and VisionPoint Advisory Group completed the $3.7bn merger to form Balefire.

Navitas Wealth Advisors, a financial consultant, and VisionPoint Advisory Group, an independent registered investment advisor, completed the $3.7bn merger to form Balefire, an SEC Registered Investment Adviser and comprehensive wealth management firm. “This combination is not about getting bigger – it’s about getting better. While our strategic plan does include revenue and profitability benchmarks, it also focuses on stewardship and the impact we can make together. We’ve built something that has real staying power for our clients and our team. Clients will see deeper bench strength, broader services, and the same personal connection they’re accustomed to. It’s not a shift in identity – it’s an expansion of what’s possible,” Jason Hester, Balefire Managing Partner.