Focus Financial Partners, an investor in registered investment advisory firms, is buying a stake in The Planned Approach, a Kansas City, Missouri, RIA managing $266 million.
The acquisition, the terms of which were not disclosed, is expected to close in the fourth quarter.
The Planned Approach was founded in 2002 by Stephanie Guerin and Kelly Hokanson.
Guerin, Hokanson and their team will join Buckingham Strategic Wealth, a St. Louis, Missouri-based RIA firm that's majority-owned by Focus Financial.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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