Wealth Enhancement Group, a wealth management firm, has acquired Bohmer Kilcoyne Wealth Management, a Cincinnati-based registered investment advisor (RIA).
Bohmer Kilcoyne serves individuals and families, physicians, executives, business owners, nonprofit groups, retirees and P&G expatriates. The team oversees over $677 million in client assets. The deal looks to strengthen Bohmer Kilcoyne’s financial planning, wealth management, investment management, retirement income and distribution planning services.
“Our partnership with Bohmer Kilcoyne Wealth Management marks our entry into a key market that connects our midwest and east coast presence,” comments Jim Cahn, Wealth Enhancement Group’s chief investments and business development officer. “We look forward to this collaboration and continuing our momentum.”
Echelon Partners served as financial advisor to Bohmer Kilcoyne for the transaction.