Acquiring Company
Apella Wealth
Acquired Company
Morris Financial Concepts
ConnecticutSouth CarolinaFinancial ServicesFinanceLendingFinancial ServicesFinanceLendingBankingDescription
Apella Wealth announced its acquisition of Morris Financial Concepts, Inc., a registered investment adviser based in South Carolina. This acquisition aims to strengthen Apella's regional presence and enhance its financial planning capabilities. The addition of Morris' experienced team is expected to provide significant value to Apella's clients. The deal reflects Apella's commitment to expanding its service offerings in the financial advisory sector.
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Based on deal dataFrequently asked
Who acquired Morris Financial Concepts?
Morris Financial Concepts was acquired by Apella Wealth, based in Connecticut. The deal was reported on September 15, 2026. Apella Wealth is a national RIA built around a community of like-minded advisors who believe in Evidence-Based investing and detailed financial planning. Apella Wealth is privately held and operates in Financial Services.
When did Apella Wealth acquire Morris Financial Concepts?
Apella Wealth's acquisition of Morris Financial Concepts was reported on September 15, 2026. Apella Wealth announced its acquisition of Morris Financial Concepts, Inc., a registered investment adviser based in South Carolina. This acquisition aims to strengthen Apella's regional presence and enhance its financial planning capabilities. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Morris Financial Concepts do?
Morris Financial Concepts, Inc. is a registered investment adviser committed to providing personalized financial advice. The firm specializes in investment management and financial planning services tailored to client needs. It is privately held, operating in Financial Services, and is based in South Carolina.
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