Wealth Enhancement Group Announces the Addition of Foundational Wealth Advisory in Macon
Monday, January 8th, 2024
Wealth Enhancement Group, a national independent wealth management firm with over $72.2 billion in client assets, announced the acquisition of Foundational Wealth Advisory, LLC, a hybrid RIA in Macon, Georgia, led by Eric S. Wilson.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, "We are excited to welcome the excellent team of financial professionals at Foundational Wealth Advisory to Wealth Enhancement Group. Eric and his team understand the significance of taking a collaborative approach to financial planning, and their extensive knowledge and experience will help us grow together. On behalf of our entire organization, I warmly welcome Eric and the Foundational Wealth Advisory team members."
Since 2017, Foundational Wealth Advisory has focused on serving its clients with comprehensive wealth management services, including asset, liability, philanthropic, and estate planning for the varied needs of multi-generation families.
Managing Director of Foundational Wealth Advisory, Eric Wilson, said, "In choosing to join Wealth Enhancement Group, our clients were at the center of our decision-making process. Wealth Enhancement Group's expanded offerings and dedicated resources will enable us to serve our clients' needs better, and we look forward to the partnership."
Jim Cahn, Chief Investments & Business Development Officer of Wealth Enhancement Group, said, "We are eager to welcome Eric and the Foundational Wealth Advisory team to our firm. By combining our knowledge, experience, and shared commitment to client service, we will be well-positioned to serve our clients for many years to come."
Park Sutton Advisors, a Waller Helms Company, acted as the exclusive financial advisor to Foundational Wealth Advisory.
The addition of Foundational Wealth Advisory marks Wealth Enhancement Group's 17th announced acquisition of 2023.