Shore Group Advisors and Butler Associates Financial Planners Merge to Support Growth, Succession, and Client Continuity

Succession Resource Group Announces Partnership with Focus Partners Advisor Solutions to Assist with Advisor Experience & Long-Term Enterprise Value

The Succession Resource Group 2026 Advisor M&A Report

Blueprint Financial & Barnes Young Wealth Advisors Merge to Scale Exit-Planning, Executive Benefits and Succession Services

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Multi-Billion Dollar Firms Merge to Expand Tax and Multi-Generational Wealth Capabilities Nationwide

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Succession Resource Group Named a Finalist in the ThinkAdvisor 2025 Luminaries Awards for Thought Leadership and Education

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JourneyTree Transitions to Mainsail Financial Group Through SRG’s Seller Advocacy Program, Marking 2nd Sell-Side Represented Transition with Mainsail Financial

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The Succession Resource Group 2025 Advisor M&A Report

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Succession Resource Group Welcomes Industry Veteran & Expert Todd Fulks as General Counsel

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Succession Resource Group Among Inc.’s Annual List of Best Workplaces for 2024

Shore Group Advisors and Butler Associates Financial Planners Merge to Support Growth, Succession, and Client Continuity

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