SageView Advisory Group, an independent RIA firm, has acquired kPlans Investment Services.
The acquisition supports SageView’s M&A growth strategy with private equity firm Aquiline Capital Partners.
Randy Long, CEO of SageView, said, “The addition of the kPlans team bolsters our industry-leading retirement practice during a period of significant growth and expansion for our entire company. We look forward to fostering the team’s continued success in delivering outstanding results to their clients.”
Wise Rhino Group served as an advisor to kPlans.