US-based fee-only financial planning firm Critical Capital Management has merged with wealth management firm Abacus Wealth Partners to strengthen their business.
Critical Capital Management founder Alan Ungar said that the collaboration was a logical step for the companies who are looking for combined synergies.
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"It’s important to me that our firms have the same vision and philosophy about investing and financial planning. I also really like the Abacus team, which was even more important," added Ungar.
Abacus Wealth Partners president JD Bruce said: "Abacus Wealth Partners and Critical Capital Management share the same commitment to expanding what’s possible with money."
"Alan tried to create a succession plan for himself several times in the past and I’m glad that he chose Abacus to help him get it right. I’m looking forward to all that he’ll bring to the team, such as his stock options expertise and experience mentoring some of my young advisors."
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