On July 1, 2025, Apella Wealth announced its acquisition of Independence Wealth Advisors.
Apella Wealth (“Apella”) announced, on July 1, 2025, that it acquired Independence Wealth Advisors (“Independence”) in a transaction that closed on June 30, 2025. As part of the acquisition, Independence founder, Kathleen Duffy, will join Apella. Further terms of the transaction were not disclosed.
Apella, based in West Hartford, Connecticut, is a registered investment advisor and wealth management firm offering investing and financial planning services. Apella has approximately $6 billion in assets under management.
Independence, based in McClean, Virginia, is a registered investment advisor providing comprehensive financial planning and fiduciary guidance to individuals and families. Turkey Hill served as financial advisor to Independence for the deal.
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