Acquiring Company
Bastion Fiduciary
Acquired Company
SJL Financial
FloridaFinancial ServicesFinanceLendingFinancial ServicesFinanceFintechLendingDescription
Bastion Fiduciary has acquired SJL Financial, enhancing its financial planning service offerings. This acquisition reflects Bastion's commitment to providing quality, fee-only advisory services.
Who to call at Bastion Fiduciary, and when
When Bastion Fiduciary changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Bastion Fiduciary raises, hires an executive or expands, scored against what you sell
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Frequently asked
Who acquired SJL Financial?
SJL Financial was acquired by Bastion Fiduciary, based in Florida. The deal was reported on November 5, 2026. Bastion Fiduciary is a fee-only Registered Investment Advisor (RIA) providing independent financial advice and services to clients. Bastion Fiduciary is privately held and operates in Financial Services.
When did Bastion Fiduciary acquire SJL Financial?
Bastion Fiduciary's acquisition of SJL Financial was reported on November 5, 2026. Bastion Fiduciary has acquired SJL Financial, enhancing its financial planning service offerings. This acquisition reflects Bastion's commitment to providing quality, fee-only advisory services. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does SJL Financial do?
SJL Financial is a fee-only financial planning firm founded by Sam Lewis, focused on personalized financial strategies and planning. It is privately held, operating in Financial Services.
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