Broker Check

Succession Planning With a Firm That Shares Your Values

At Wealth E&P, we specialize in identifying, targeting, and acquiring wealth management firms in the Southeast region. Our team has a successful track record of acquiring and integrating Registered Investment Advisors (RIAs) and wealth management companies. Our goal is to continue building on our strong culture and client-focused model, ensuring synergy between our affiliates and clients.

our process

We understand that each firm is unique. Our acquisition process is designed to be flexible and tailored to meet the specific needs of each potential partner:

Discovery & Culture Fit

We initiate the process by engaging in open discussions to understand your firm's culture, values, and vision. This ensures alignment and sets the foundation for a successful partnership.

Strategic Planning

Together, we outline a comprehensive acquisition plan that addresses key considerations and objectives, ensuring a smooth transition and continued success.

Seamless Integration

Our team approach provides operational expertise to facilitate a smooth integration, prioritizing client well-being and maintaining the high standards your clients expect.

why partner with us

client-centric approach

We prioritize the needs and experiences of your clients throughout the acquisition process.

operational approach

Our team offers a high degree of operational support, ensuring a seamless transition.

Custom Tailored

We offer flexibility in structuring transactions to meet the unique needs of each seller.

established success

Past acquisition partners have expressed satisfaction with our process and the value we've brought to their firms.

meet Our Team

Darrin Cohen, CFP®

Darrin Cohen, CFP®

CEO, Founder

(678) 739-0175

Cody Moore, CEPA®

Cody Moore, CEPA®

Wealth Advisor, Partner

(678) 739-0175

Nathan Rachels

Nathan Rachels

Wealth Advisor

(678) 739-0175

Leslie Crye

Leslie Crye

Director of Operations

(678) 739-0175

Ready To learn more?

If you're considering succession planning or exploring exit opportunities, we'd love to start a conversation. Reach out to us to discuss how we can collaborate to pursue your firm's goals.

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