Maridea Wealth Launches Tax & Business Services Unit With Strategic Acquisition of Hyperion Accounting Group
Maridea Wealth (“Maridea”) today announced the launch of its dedicated Tax & Business Services unit, marking a major expansion of the firm’s mission to provide clients with a comprehensive, integrated financial-services platform. As part of this initiative, Maridea is acquiring Hyperion Accounting Group, led by David Papotta, who will join as Director of Tax & Business Services.
Hoot Wealth Joins Maridea, Marking Transformational Step for Both Firms
Maridea Wealth Management (“Maridea”) today announced the acquisition of Hoot Wealth (“Hoot”), a Colorado-based advisory firm founded by industry veterans Nick Crow and Bryan Hinmon. The partnership represents a significant step forward for both firms—combining Hoot’s entrepreneurial leadership and investment expertise with Maridea’s growing national platform, infrastructure, and long-term capital.
Maridea Expands Midwest Presence With Strategic Acquisition of Pinnacle Wealth Management
Maridea Wealth Management (“Maridea”) is pleased to announce its acquisition of Pinnacle Wealth Management (“Pinnacle”), a client-focused and high-growth advisory firm founded in 1994 and headquartered in Chicago, IL. Led by veteran advisor Brian Sheehy, Pinnacle has built a strong reputation for delivering personalized financial strategies and forward-thinking wealth solutions to high-net-worth individuals and families. Previously affiliated with LPL Financial, Pinnacle will transition to Maridea’s independent RIA platform. This strategic move strengthens Maridea’s presence in the Midwest and expands its portfolio of services for clients and advisors alike.
