Announced
Completed
Synopsis
Lido Advisors, a wealth management firm, completed the acquisition of Fountainhead Advisors, an advisory firm. Financial terms were not disclosed. “Like Lido, Fountainhead was founded by experienced fiduciaries with a shared mission—to help families grow, maximize, and protect their legacy. This partnership expands our national footprint in two key markets and adds a team deeply aligned in culture, values, and vision. Together, we’re focused on creating exceptional value and meaningful experiences for our clients. It’s a natural fit, and we’re thrilled to empower Marc and his team as they continue guiding families across generations,” Ken Stern, Lido President.
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