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October 09, 2023 18:00 ET | Source: FP Transitions

Lawrence Financial Planning Amplifies Client Benefits Through Merger with Oasis Wealth Planning Advisors

Lake Oswego, Oregon, Oct. 09, 2023 (GLOBE NEWSWIRE) -- Oasis Wealth Planning Advisors (Oasis Wealth) and Lawrence Financial Planning (LFP) embrace synergies in a merger that places clients at the...
July 26, 2023 09:11 ET | Source: FP Transitions

M&A Gusto Continues: FP Transitions Rallies to Meet Demand

Lake Oswego, OR, July 26, 2023 (GLOBE NEWSWIRE) -- National wealth management consulting firm, FP Transitions, reports a continuous surge in independent financial advisor mergers, sales and...
February 21, 2023 14:06 ET | Source: FP Transitions

Propelled by recent growth, FP Transitions hits a valuation milestone and invests in its own expertise.

Lake Oswego, OR, Feb. 21, 2023 (GLOBE NEWSWIRE) -- Executing on its decades-long commitment to building sustainable wealth management enterprises, independent advisory consultant and data house, FP...
February 07, 2023 11:59 ET | Source: FP Transitions

TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs

Lake Oswego, OR, Feb. 07, 2023 (GLOBE NEWSWIRE) -- Today, TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), announced a collaboration with the...
December 15, 2022 08:10 ET | Source: FP Transitions

Partnership between FMG and FP Transitions ignites 360-degree growth solutions for independent advisor businesses

Lake Oswego, OR, Dec. 15, 2022 (GLOBE NEWSWIRE) -- FP Transitions, the industry’s leading growth consultancy for wealth management firms including succession planning, equity management and M&A...
July 26, 2022 12:00 ET | Source: FP Transitions

FP Transitions, Live Oak Bank & Advisor Circle Champion Sustainability for Wealth Firms

Lake Oswego, OR, July 26, 2022 (GLOBE NEWSWIRE) -- Promising an experience that serves an inclusive community of up-and-coming advisors, this year’s Advisor Circle’s Future Proof Festival will...