CAPTRUST Financial Advisors, a US-based wealth management and retirement plan advisory firm, has completed its merger with Bethlehem, Pennsylvania-based advisory firm MFP Strategies.
Founded in 2000, MFP Strategies specializes in wealth management and capital preservation strategies for private clients, investment advisory services for institutions, and investment and retirement plan advisory services for institutional plan sponsors.
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The acquisition of MFP Strategies adds $5bn in assets and 25 employees to CAPTRUST.
Following the merger, CAPTRUST will have more than 300 employees in 25 locations and over $180bn of assets under advisement and more than 2,000 retirement plans under advisement.
MFP Strategies founding partner Mike Molewski said: "This relationship creates a distinct opportunity for both firms. There are tremendous similarities between the two firms’ culture, vision, and goals that will provide immediate value to our clients."
CAPTRUST CEO Fielding Miller said: "This is a great fit. MFP Strategies is a very well-known and respected firm with talented professionals and a great reputation. We are looking forward to the opportunities that this merger creates."
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