Buckingham to Acquire The Planned Approach

October 12, 2021

On September 21, 2021, Buckingham Strategic Wealth, LLC announced that it will acquire The Planned Approach, Inc.

Under the terms of the transaction Buckingham Strategic Wealth (“Buckingham”) will acquire The Planned Approach, Inc. (“TPA”). The deal is expected to close in the fourth quarter of 2021. Further terms of the agreement were not disclosed.

Buckingham, based in St. Louis, is a Focus Financial Partner Inc.-backed registered investment advisor that offers financial planning services to individuals, families, businesses, trusts, nonprofits, retirement plans and medical practice owners. As of June 30, 2021, Buckingham had more than $21 billion in regulatory assets under management.

TPA, based in Kansas City, Missouri, is a registered investment advisor providing wealth management services to high net worth clients. DeVoe & Company acted as financial advisor to TPA on the transaction.

To read the press release: please click here.


Categories

Investment Manager M&A, Transactions