Wealth Enhancement Group has acquired Atlas Fiduciary Financial, an independent RIA with offices in Sarasota, Florida, and Oakland, New Jersey. Led by Founder & CEO Laura Mattia and Partner & CIO Stephen Craffen, the team of six manages over $219 million in client assets.
Established in 2020, Atlas Fiduciary Financial serves clients in Southern Florida, Northern New Jersey, and beyond, focusing on transparency and personalized financial solutions. The firm assists individuals preparing for and already in retirement, with a particular expertise in working with widows, professionals, and business owners.
This acquisition brings Wealth Enhancement Group to 12 locations in Florida and five in New Jersey. The deal enhances Wealth Enhancement Group's presence and capabilities in these regions.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
Kansas RIA Goes Solo After 26 Years with RayJay, and more…
August 12, 2025
TPG's $10B Fundraising Update, and more...
August 11, 2025
Dakota Releases Q2 2025 Apollo Earnings Recap: Record AUM, Inflows, and Origination Activity
August 11, 2025
Apollo Urges Clarity on Private Markets in DC Plans, and more…
August 07, 2025
Carlyle Closes Record $9B US Opportunistic RE Fund, and more…
August 05, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy