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

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SRG Announces the Sale of Washington-based RIA

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

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