Acquiring Company
Rothschild Financial Partners
Acquired Company
Kissling Financial
ChicagoNew CastleFinancial ServicesFinancial ServicesFinanceLendingDescription
Rothschild Financial Partners announced that Kissling Financial, a New Castle, Pennsylvania RIA with about $220 million in client assets, has joined the firm. Founder Timothy J. Kissling joins as Managing Director and Partner, while his separate CPA practice is not joining and continues independently. Kissling Financial is the third firm to join Rothschild in three months.
Who to call at Rothschild Financial Partners, and when
When Rothschild Financial Partners changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Rothschild Financial Partners raises, hires an executive or expands, scored against what you sell
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Frequently asked
Who acquired Kissling Financial?
Kissling Financial was acquired by Rothschild Financial Partners, based in Chicago. The deal was reported on October 26, 2026. Rothschild Financial Partners is a registered investment adviser formed by Rothschild Wealth Partners and Singularity Financial Partners. Rothschild Financial Partners is privately held and operates in Financial Services.
When did Rothschild Financial Partners acquire Kissling Financial?
Rothschild Financial Partners's acquisition of Kissling Financial was reported on October 26, 2026. Rothschild Financial Partners announced that Kissling Financial, a New Castle, Pennsylvania RIA with about $220 million in client assets, has joined the firm. Founder Timothy J. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Kissling Financial do?
Kissling Financial is an independent registered investment adviser based in New Castle, Pennsylvania, with approximately $220 million in client assets. It focuses on tax-smart retirement planning and wealth transfer. Founder Timothy J. It is privately held, operating in Financial Services, and is based in New Castle.
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