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FUNDRAISING NEWS | October 31, 2024

Buckingham Strategic Wealth to Buy $271M Homan Wealth Advisors

Tags: RIA, Mergers / Acquisitions

Focus Financial announced that Omaha, NE-based Homan Wealth Advisors joined Buckingham Strategic Wealth, part of its The Colony Group hub, in a transaction that is set to close in the fourth quarter of 2024.

Founded in 2003, Homan Wealth Advisors provides investment solutions, risk management strategies, and tax and estate planning for clients in the Omaha area. The firm has a longstanding relationship with the team at Buckingham’s wealth management platform, Buckingham Strategic Partners. As of its latest Form ADV filing in March, Homan Wealth reported managing $271M in client assets. 

Homan founder and president Richard “Rick” Homan said in a statement that the partnership will allow the firm to provide clients with more personalized services. The transaction is subject to customary closing conditions.

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Written By: Dakota

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