Maridea Wealth Management has acquired Ashford Investment Advisors, marking Maridea’s first office in Florida and advancing its strategy of partnering with entrepreneurial advisors focused on client service and disciplined investment management.
The transaction expands Maridea’s geographic footprint into the southeast while providing Ashford’s clients with access to Maridea’s proprietary tax services, broader planning capabilities and expanded investment research resources. Founded in the Daytona Beach area, Ashford Investment Advisors provides traditional wealth management and retirement planning services to individuals and families and manages approximately $180 million in client assets. The firm is led by owner and lead advisor Kathleen Dulko, who acquired the business from its founders, Mike Walsh and Sue Walsh, and continued to build on the firm’s longstanding presence and reputation in the local community. Following the transaction, Ashford’s clients will continue to be served by the same advisory team from the firm’s existing Daytona Beach office.
Republic Capital Group served as financial advisor to Ashford Investment Advisors.