Wealth management firm from Topsfield, MA brings $218 million in AUM
WEST HARTFORD, Conn. — December 6, 2024 — Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Barker Financial Group, Inc. (“Barker Financial”), a registered investment advisor (“RIA”), has joined the firm. This acquisition establishes Apella’s presence in Topsfield, MA, and adds to its regional financial planning and investment management capabilities.
Founded in 1997 and led by James “Jim” Barker, Barker Financial provides financial planning and wealth management services to individuals and families.
“We are excited to welcome Jim and his team to the Apella family. Their extensive experience and commitment to helping clients achieve their financial goals aligns with Apella’s mission and values. Together, we look forward to continuing to provide exceptional service and guidance to our clients,” said Apella CEO, Patrick Sweeny.
“We are pleased to have found a like-minded partner in Apella, whose scale will provide us with additional resources and services while allowing us to maintain a personal approach to serving clients,” said Jim.
This is Apella’s nineteenth acquisition, and eighth since partnering with Wealth Partners Capital Group (“WPCG”), a financial services holding company that invested in Apella in September 2021.
The acquisition closed on December 6, 2024. As of closing, Apella has $4.72 billion in assets under management.
About Apella Wealth
Apella Wealth was founded in 2014 by two financial advisors, Patrick Sweeny and David Connelly, who are passionate about finding a better way to help investors achieve their long-term goals. Apella is a national RIA built around a select community of like-minded advisors who believe in Evidence-Based investing and detailed financial planning.
Headquartered in West Hartford, CT, Apella offers its wide range of financial advisory services across several financial advisory offices, spanning both coasts and serving thousands of individual and institutional investors. The firm’s financial advisors are dedicated to building lifelong client relationships and providing Advice for Life. For more information about Apella, please visit www.apellawealth.com.
About Wealth Partners Capital Group
Wealth Partners Capital Group ("WPCG") is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG assists its partner firms by identifying and integrating like-minded wealth advisers who seek access to expanded business capabilities, strategic growth and/or customized transition solutions. For more information, please visit www.wealthpcg.com
Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered or excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. The information here is provided for general information purposes only and should not be considered a recommendation or personalized investment advice.
Media Contact
Michelle Margo
Director of Marketing
mmargo@apellawealth.com
860-781-6558