Benefit Monetary Advisors, based mostly in Georgia, has acquired SSC Wealth, the wealth administration arm of SSC CPAs + Advisors for an undisclosed sum.
SSC Wealth oversees round $259.6m in property.
The corporate primarily works with high-net-worth people and enterprise homeowners, with a concentrate on tax planning and enterprise valuation.
As a part of the deal, 4 members from SSC Wealth will transfer Benefit Monetary Advisors.
Amongst them are Bert Falley, who will proceed as wealth supervisor and accomplice, and Michele Hammann.
Hammann will change into regional vp and accomplice at Benefit Monetary Advisors whereas remaining chief technique officer at SSC CPAs + Advisors.
Her new tasks will embody fostering collaboration between the CPA crew at SSC and Benefit’s advisers.
SSC CPAs + Advisors CEO Brian Lang stated: “Benefit’s individuals, values, and crew strategy to advising mirror our personal, and that alignment in the end advantages the shoppers we serve.
“This partnership will strengthen our capacity to assist shoppers with deeper wealth administration experience and broader capabilities, which propels our capacity in serving to shoppers obtain their monetary targets.”
This acquisition is the primary for Benefit in 2026 and represents its 53rd total.
The agency’s earlier acquisition was BluePrint Wealth Advisors, which introduced greater than $1.2bn in property underneath administration and expanded Benefit’s attain into the Chicago space.
Benefit stated that although it’s taking on SSC Wealth’s advisory providers, property, and workers, the deeper significance of the deal is in additionally establishes the long-term alliance between its enterprise and SSC CPAs + Advisors.
SSC CPAs + Advisors stays unbiased and employee-owned. The agency employs over 95 professionals with expertise in tax planning, enterprise succession, and accounting for complicated instances.
The partnership will present Benefit’s shoppers with entry to superior tax planning and enterprise advisory sources from SSC, whereas shoppers of SSC will have the ability to use Benefit’s wealth administration providers extra simply.
Benefit anticipate that the connection will assist Benefit’s position in custodial referral programmes, the place complete tax planning is usually wanted by shoppers.
Benefit CEO Rick Kent stated: “This isn’t a standard acquisition.
“That is about natural development, differentiation, and doing what’s greatest for shoppers. We consider deeply in staying true to our core space of focus, complete wealth administration. Relatively than bringing our tax providers solely in-house, we’re additionally partnering with one of the crucial revered CPA companies within the nation so our shoppers can profit from their experience.”
