Johnson Investment Counsel Acquires Magis Wealth Planning

August 21, 2017

On August 6, 2017, Johnson Investment Counsel, Inc. acquired Magis Wealth Planning, a financial advisory firm located in Brecksville, Ohio.

Terms of the transaction were not disclosed. Following the acquisition, Magis Wealth Planning’s founder Tony Kure and partner Joe Radigan became directors of Johnson Investment Counsel, Inc.’s Northeastern Ohio market.

Headquartered in Cincinnati, Ohio, Johnson Investment Counsel, Inc. has $9.1 billion in assets under management, making it the largest fee-only RIA in the state.

Established in 2013, Magis Wealth Planning was a financial advisory firm, with a particular presence in the Cleveland, Ohio market.

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Categories

Investment Manager M&A, Transactions