Pure Financial Acquires Symphony Financial and Crestline


March 18, 2024

On March 15, 2024, Pure Financial Advisor announced it had acquired Symphony Financial Planning and Crestline Capital, LLC.

Pure Financial Advisor (“Pure Financial”) has announced that it acquired Symphony Financial Planning (“Symphony Financial”) and Crestline Capital, LLC (“Crestline”). All principals and employees of both firms joined Pure as a result of the transactions. Seward & Kissel client Emigrant Partners is an investor in Pure Financial and funded the transactions. Further terms of the transactions were not disclosed.

Pure Financial, based in San Diego, is a fee-only registered investment advisor, providing retirement planning services and tax-optimized investment management services. As of March 2023, Pure Financial had $4.6 billion in assets under management.

Symphony Financial, based in Davis, California, is a fee-only registered investment adviser specializing in international taxation, inheritance, and trust-related services. As of December 2023, Symphony Financial had $240 million in assets under management.

Crestline, based in Lake Oswego, Oregon, is a financial advisor firm offering fee-only financial planning with a focus on retirement planning. As of March 2023, Crestline had $81.5 million in assets under management.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.