Retirement plan advisory firm CAPTRUST Financial Advisors has announced the completion of a merger with MFP Strategies. The merger closed July 31.
Bethlehem, Pennsylvania-based MFP Strategies brings to the table experience in wealth management and capital preservation strategies for private clients, investment advisory services for institutions, and investment and retirement plan advisory services for institutional plan sponsors.
MFP Strategies' multidisciplinary approach, according to CAPTRUST, will provide breadth and strength to the merged company's menu of services while accelerating growth.
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.