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SFG Wealth Management Continues Growth with Acquisition of $142M AUM firm, Life Plan Financial
Acquisition helps SFG expand into third Maryland office and enrich client services
By: SFG Wealth Management
LPF was an established financial planning and management firm based in Severn, Maryland. It was founded by financial services industry veteran Pamela Monetti, who has been serving clients since 1984.
"Acquiring Life Plan Financial helps SFG expand its footprint further in Maryland," said SFG Partner Bill Swartz. "This is a valuable acquisition that will enrich services provided to both SFG and former LPF clients. Pamela built a successful firm using the same long-term, sustainable growth principles that SFG uses to help clients achieve their financial goals."
SFG will maintain the LPF office in the short-term but plans to integrate the four-person office into a new SFG office in the months ahead. The additional staff will add a new layer of financial expertise to help SFG clients effectively manage their complete financial picture.
"Comprehensive planning is putting myself in my client's shoes and applying our entire team's expertise to bring about the desired results," said Monetti, who also served as LPF President. "We get to know each client on a deeper level to identify their dreams in order to develop, implement, and guide a unique plan that will serve them well now and in the future."
LPF staff also add established working relationships with the industry's top insurance and securities companies. The acquisition helps SFG continue to expand to provide access to a wide array of experts, products and services that guide clients in setting and meeting their unique, comprehensive financial planning goals.
About SFG Wealth Management
SFG Wealth Management is a comprehensive financial services firm committed to helping clients improve long-term financial success. SFG's customized programs are designed to help grow and conserve clients' wealth by delivering an unprecedented level of personalized service. SFG's understanding advisors are committed to helping produce and manage wealth as you pursue financial independence. SFG does this by offering access to an extensive range of unbiased and non-proprietary investments, insurance services and referrals to other professionals in complementary fields. More at: sfgwm.com
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