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Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
National Bank of Commerce is a Birmingham, AL-based company in the Financial Services sector.
Bank Of Old Monroe is a Old Monroe, MO-based company in the Financial Services sector.
Horizon is a community bank serving northern and central Indiana, and southern, central and the Great Lakes Bay regions of Michigan. Our focus is to anticipate and fulfill customer needs with exceptional service and sensible advice. This philosophy is what has kept us growing stronger than ever since 1873. Each Horizon office is led by experienced, local professionals with deep roots in the communities they represent. These professionals are given autonomy that calls for local decision-making, rather than decisions made at a corporate entity hundreds of miles away. With a proud legacy of service, we take seriously our responsibility to assist in the growth and prosperity of the communities we also call home.
Becker County Title Services is a Detroit Lakes, MN-based company in the Financial Services sector.