Announced

Completed

Beacon Pointe Advisors completed the acquisition of Sensible Financial Planning.

Synopsis

Beacon Pointe Advisors, an independent registered investment advisory firm, completed the acquisition of Sensible Financial Planning, offering a range of financial planning and management services. Financial terms were not disclosed. "In a seller's market, we recognize that the choice rests with the advisors and firms we meet. It's not just about us choosing them, but it's about them choosing us. Our goal is to stand out as the firm of choice, one that reflects shared values, client commitment, and a vision for lasting impact," Matt Cooper, Beacon Pointe Advisors President.

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MergerLinks - Beacon Pointe Advisors completed the acquisition of Sensible Financial Planning.