NFP, an Aon company and leading property and casualty (P&C) broker and benefits consultant, today announced the acquisition of Total Benefits Advisors, a Cleveland, Ohio-based advisory firm specializing in retirement services and employee benefits solutions for business owners and wealth management services for high-net-worth individuals.
Mark Breen, advisor and owner of Total Benefits Advisors, will join NFP as vice president, reporting to Steve Jans, Wealth Management national practice leader.
Since 2009, Total Benefits Advisors has helped employers and individuals in the Cleveland area with integrated wealth management, retirement services and employee benefits solutions. By prioritizing direct and trusted relationships, the firm continues to help clients achieve their personal and professional financial goals.
Topics
Mergers & Acquisitions
Ohio
Was this article valuable?
Here are more articles you may enjoy.
Interested in Mergers?
Get automatic alerts for this topic.
