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Acquiring Company
Tim Brennan's Advisory Team
Acquired Company
Moldenhauer & Associates
AlpharettaNew YorkFinancial ServicesFinanceLendingDescription
Merit Financial Advisors has acquired Moldenhauer & Associates, a wealth management firm from Orchard Park, New York. The acquisition aims to expand Merit's presence in the greater Buffalo market. Moldenhauer and his team will continue operating from their existing office, bringing expertise and a strong culture to Merit. This marks Merit's twelfth acquisition in 2026.
Fundz sees it the moment Tim Brennan's Advisory Team makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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Frequently asked
Who acquired Moldenhauer & Associates?
Moldenhauer & Associates was acquired by Tim Brennan's Advisory Team, based in Alpharetta. The deal was reported on October 7, 2026. Tim Brennan's Advisory Team is a group led by veteran financial advisor Tim Brennan, who has over 37 years in the financial services industry. The team specializes in serving high-net-worth families and business owners. Tim Brennan's Advisory Team is privately held and operates in Financial Services.
When did Tim Brennan's Advisory Team acquire Moldenhauer & Associates?
Tim Brennan's Advisory Team's acquisition of Moldenhauer & Associates was reported on October 7, 2026. Merit Financial Advisors has acquired Moldenhauer & Associates, a wealth management firm from Orchard Park, New York. The acquisition aims to expand Merit's presence in the greater Buffalo market. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Moldenhauer & Associates do?
Moldenhauer & Associates is a wealth management firm overseeing approximately $1.1 billion in client assets and serving nearly 1,900 households. It is privately held, and is based in New York.
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