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Wealthspire Advisor has acquired Walden Wealth Partners, a financial advisory firm in Beachwood, Ohio. Founded in 2015 by Karin Maloney Stifler and Sarah Hannibal, Walden Wealth Partners brings $420 million in assets under management to Wealthspire.
This acquisition marks Wealthspire’s expansion into the Midwest and establishes its first presence in the Cleveland metro area. Walden, known for its financial planning and investment management services, will rebrand to Wealthspire following the acquisition. Specific financial terms of the deal were not disclosed.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
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