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Transactions DeVoe & Company Has Proudly Supported

We can support you through the full lifecycle of a transaction. Whether you are buying, selling, or merging with another business, the experienced DeVoe & Company team provides end-to-end services using a methodical process. We prepare each of our clients to optimize their position, be it as a buyer or seller. Following are a sample of recent transactions (2018-2026).
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has been acquired by

We served as the advisor to Financial Planning Solutions.

February 2026
2026-02-03
has been acquired by

We served as the advisor to Marshall Financial Group.

December 2025
2025-12-09
has been acquired by

We served as the advisor to Sterling Financial Group.

December 2025
2025-12-02
has been acquired by

We served as a consultant to Pacific Portfolio Consulting, LLC.

November 2025
2025-11-01
has joined

We served as the advisor to West Oak Capital, LLC.

September 2025
2025-09-02
has been acquired by

We served as the advisor to The Martin Worley Group.

August 2025
2025-08-20
has joined

We served as the advisor to Heritage Financial Planning.

July 2025
2025-07-09
has been acquired by

We served as the advisor to Wambolt & Associates, LLC.

June 2025
2025-06-11
has joined

We served as the advisor to Exchange Capital Management, Inc.

June 2025
2025-06-10
has joined

We served as the advisor to Cable Hill Partners.

June 2025
2025-06-03
has been acquired by

We served as the advisor to Hyre Personal Wealth Advisors.

May 2025
2025-05-19
has joined

We served as the advisor to OFM Wealth.

April 2025
2025-04-29
has been acquired by

We served as the advisor to Rootstock Advisors.

February 2025
2025-02-12
has been acquired by

We served as the advisor to WhiteRock Wealth Management.

December 2024
2024-12-17
has merged with

We served as the advisor to Paladini Financial Management.

October 2024
2024-10-29
has merged with

We served as the advisor to JLFranklin Wealth Planning.

October 2024
2024-10-28
has been acquired by

We served as the advisor to Price Wealth Management.

September 2024
2024-09-04
has been acquired by

We served as the advisor to Benchmark Wealth Management, LLC.

September 2024
2024-09-03
has been acquired by

We served as the advisor to Karpas Strategies.

July 2024
2024-07-31
has been acquired by

We served as the advisor to Boston Harbor Wealth Advisors, LLC.

July 2024
2024-07-17
has merged with

We served as the advisor to Arnerich Massena, Inc.

July 2024
2024-07-09
has been acquired by

We served as the advisor to Wacker Wealth Partners, LLC.

April 2024
2024-04-02
has joined

We served as the advisor to Regal Wealth Group, Inc.

February 2024
2024-02-01
has been acquired by

We served as the advisor to New England Pension Plan Systems.

December 2023
2023-12-14
has been acquired by

We served as the advisor to Daniels + Tansey.

November 2023
2023-11-28
has been acquired by

We served as the advisor to Bridgeworth Wealth Management.

November 2023
2023-11-16
has been acquired by

We served as the advisor to Kistler-Tiffany Advisors.

October 2023
2023-10-03
has acquired

We served as the advisor to Johnson Financial Group.

September 2023
2023-09-19
acquired a minor stake in

We advised Altas in this transaction.

June 2023
2023-06-01
has joined

We supported Madison Wealth Advisors in this partnership.

May 2023
2023-05-25
has joined

We served as the advisor to Jurika, Mills & Keifer.

May 2023
2023-05-04
has partnered with

We served as the advisor to Equius Partners.

March 2023
2023-03-29
has partnered with

We served as the advisor to SteelPeak Wealth.

February 2023
2023-02-01
has joined

We served as the advisor to Sage Financial Advisors.

November 2022
2022-11-29
has joined

We served as the advisor to Goldstein Munger + Associates.

October 2022
2022-10-04
has joined

We served as the advisor to Pro Ice Management Group.

July 2022
2022-07-01
has joined

We served as the advisor to Wharton Business Group.

June 2022
2022-06-08
has joined

We served as the advisor to TimeScale Financial.

June 2022
2022-06-02
has joined

We served as the advisor to Kings Point Capital Management.

June 2022
2022-06-01
has joined

We served as the advisor to Heritage Way Advisors.

April 2022
2022-04-08
has joined

We served as the advisor to Resource Management.

April 2022
2022-04-05
has joined

We served as the advisor to Emery Howard.

March 2022
2022-03-29
has joined

We served as the advisor to JBJ Invest.

February 2022
2022-02-15
has been acquired by

We served as the advisor to Mindful Money.

January 2022
2022-01-04
has joined

We served as the advisor to Hearthstone Private Wealth Management.

December 2021
2021-12-01
has acquired

We served as the advisor to BDO USA, LLP.

October 2021
2021-10-20
has been acquired by

We served as the advisor to Private Capital Group, LLC.

October 2021
2021-10-05
has been acquired by

We served as the advisor to The Planned Approach, Inc.

September 2021
2021-09-21
has acquired a minority stake in

We served as the advisor to New Mountain Capital.

July 2021
2021-07-30
has been acquired by

We served as the advisor to Asset Management Advisors Inc.

July 2021
2021-07-27
has been acquired by

We served as the advisor to Future Benefits, Inc.

May 2021
2021-05-30
has acquired

We supported Edelman Financial Engines.

May 2021
2021-05-10
has been acquired by

We supported Wealthstone Advisors.

May 2021
2021-05-01
has been acquired by

We served as the advisor to D.R. Saur Financial, Inc.

April 2021
2021-04-20
has been acquired by

We served as the advisor to Hill Investment Group.

February 2021
2021-02-22
has been acquired by

We served as the advisor to Adam Financial Associates, Inc.

December 2020
2020-12-03
has been acquired by

We supported Stearns Financial Group.

August 2020
2020-08-27
has been acquired by

We served as the advisor to JOYN Advisors, Inc.

April 2020
2020-04-21
has acquired a minority stake in

We supported the parties with this transaction.

March 2020
2020-03-01
has acquired

We served as the advisor to Frontier Wealth Management.

February 2020
2020-02-10
has been acquired by

We served as the advisor to East Franklin Capital, LLC.

February 2020
2020-02-01
has been acquired by

We served as the advisor to Nova Wealth Management Group.

January 2020
2020-01-01
has been acquired by

We served as the advisor to Dragon Financial Group.

December 2019
2019-12-01
has been acquired by

We served as the advisor to OptiFour Integrated Wealth Management.

November 2019
2019-11-19
has acquired

We served as the advisor to Hightower Advisors, LLC.

October 2019
2019-10-29
has been acquired by

We served as the advisor to AEPG Wealth Strategies.

July 2019
2019-07-18
has acquired

We served as the advisor to Madison Wealth Management.

January 2019
2019-01-04
The merger of: HighTower Scannell Wealth Management, HighTower Chicago Advisory Group, HighTower Anderson Wealth Management

We supported the parties with this merger.

December 2018
2018-12-01
has been acquired by

We served as the advisor to CPF Texas and Credent Wealth Management.

October 2018
2018-10-29
has been acquired by

We served as the advisor to Mosaic Financial Partners, Inc.

September 2018
2018-09-25
has merged with

We served as the advisor to Hefty Wealth Partners and Oak Point Wealth Management.

March 2018
2018-03-10
has been acquired by

We served as the advisor to Stevens Wealth Management.

January 2018
2018-01-02
has acquired

We served as the advisor to Blue Water Advisors, LLC.

January 2018
2018-01-01

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