On April 2, 2026, Apella Wealth announced its acquisition of Financial Connections Group.
On April 2, 2026, Apella Wealth (“Apella”) announced that it acquired Financial Connections Group (“Financial Connections”). Under the terms of the transaction, which closed on April 1, 2026, the entire Financial Connections team, including Partners Jill Hollander, Brian Pon and Kai Bogdanovich, will join Apella. Further terms of the deal were not disclosed.
Apella, based in West Hartford, Connecticut, is a registered investment advisor and wealth management firm offering financial planning and investment management services. Apella has approximately $10.5 billion in assets under management.
Financial Connections, based in Larkspur, California, is a fee-only, fiduciary firm offering financial planning, retirement planning and investment management services to individuals and families through a team-based approach. Financial Connections has approximately $625 million in assets under management.
To read the press release: please click here.