Skip to main content
Holiday Sale — Get 40% off Vantage for yourself or as a gift
Get Started
SubscribeLogin
Published • loading... • Updated

Father-son wealth firm with $500M in assets sells to national company

Summary by The Business Journals
A Columbia wealth management firm founded more than 40 years ago by a father who brought his son into the business has joined forces with an Ohio company that now manages more than $60 billion in assets and has been on an acquisition spree.

1 Articles

The Business JournalsThe Business Journals
Center

Father-son wealth firm with $500M in assets sells to national company

A Columbia wealth management firm founded more than 40 years ago by a father who brought his son into the business has joined forces with an Ohio company that now manages more than $60 billion in assets and has been on an acquisition spree.

·United States
Read Full Article
Think freely.Subscribe and get full access to Ground NewsSubscriptions start at $9.99/yearSubscribe

Bias Distribution

  • 100% of the sources are Center
100% Center

Factuality Info Icon

To view factuality data please Upgrade to Premium

Ownership

Info Icon

To view ownership data please Upgrade to Vantage

The Business Journals broke the news in United States on Thursday, December 11, 2025.
Too Big Arrow Icon
Sources are mostly out of (0)
Blindspot Title And Logo
Stories disproportionately reported by the Left or the Right

Similar News Topics

Columbia, Maryland icon

Columbia, Maryland

News
Feed Dots Icon
For You
Search Icon
SearchBlindspot LogoBlindspotLocal