On June 4, 2026, Seward & Kissel client Independent Financial Partners announced its acquisition of Advanced Strategies Group.
Independent Financial Partners (“IFP”) announced, on June 4, 2026, its acquisition of Advanced Strategies Group (“ASG”). Under the terms of the transaction, ASG founder, Jeff Acheson, will join IFP’s employee advisor division as Chief Strategy & Growth Officer and President of IFP’s newly-formed Advanced Strategies Group. Further terms of the transaction were not disclosed.
IFP, based in Tampa, Florida, is a broker-dealer, registered investment adviser, and wealth management platform offering resources to financial professionals. As of June 19, 2026, IFP had approximately $16 billion in assets under management.
ASG, based in Powell, Ohio, is a wealth management firm providing advanced planning, retirement plans, executive benefits, workplace wealth, and advisor growth initiatives.
To read the press release: please click here.