Efficient Advisors Merges with Disciplined Wealth Strategies

March 11, 2016

On February 22, 2016, Efficient Advisors, LLC announced that it had completed its merger with Disciplined Wealth Strategies.

After the acquisition, John Blood, founder and President of Disciplined Wealth Strategies, will serve as CEO and CIO of the new firm. The combined firm will manage over $1 billion in assets.

Efficient Advisors, LLC was founded in 2009. It is a Philadelphia-based registered investment advisor.

To read the press release, please click here.


Categories

Investment Manager M&A, Transactions