On February 3, 2026, Beacon Pointe Advisors announced its acquisitions of Financial Planning Solutions, Voyager Wealth Management, and InvestmentHunter Wealth Services.
Beacon Pointe Advisors (“Beacon Pointe”) announced, on February 3, 2026, its acquisitions of Financial Planning Solutions (“Financial Planning”), Voyager Wealth Management (“Voyager”), and InvestmentHunter Wealth Services (“InvestmentHunter”).Under the terms of the transactions, all existing teams will remain in place. Further terms of the three deals were not disclosed.
Beacon Pointe, based in Newport Beach, California, is a registered investment advisor that helps clients determine investment goals, establish asset allocation guidelines, evaluate fund performance, screen investment managers for selection and develop strategic financial plans. Beacon Pointe has approximately $62 billion in assets under advisement.
Financial Planning, based in Newton, Massachusetts, is a registered investment advisor specializing in personalized financial planning services, including in divorce, pensions, and retirement planning. Financial Planning advises approximately $350 million in client assets. DeVoe & Co. served as Financial Planning’s advisor in the transaction.
Voyager, based in Lake Geneva, Wisconsin, is a registered investment advisor offering wealth management and planning services to its clients. Voyager oversees approximately $229 million in client assets.
InvestmentHunter, based in Fort Worth, Texas, is a registered investment advisor providing financial planning and wealth management services to its clients, with a focus on retirement strategy, tax and estate coordination, and portfolio management. InvestmentHunter has approximately $153 million in assets under management.
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