Apella Capital, a financial advisory and wealth management firm, has bought NR Smith and Associates, a registered investment advisor firm.
NR Smith is a wealth management firm and CPA practice, providing clients with financial planning services.
“We’re thrilled to welcome NR Smith to the Apella family,” said David Connelly, founder of Apella. “We see NR Smith as a catalyst for growth in the Pacific Northwest and beyond. They share our passion for planning, client service, and evidence-based investing, making them the perfect cultural fit for our fast-growing team.