Wipfli Financial Advisors Acquires Georgia Firm

Wipfli Financial Advisors Acquires Georgia Firm

Wipfli Financial Advisors, the wealth management arm of Milwaukee-based IPA 100 firm Wipfli LLP (FY21 net revenue of $431.5 million) is acquiring Redwood Wealth Management LLC of Alpharetta, Ga.

The acquisition of Redwood’s 20-year-old practice expands Wipfli’s presence into the Southeast, and adds leaders Shawn Meade and Lane Steinberger, along with seven experienced colleagues, to the Wipfli team.

“From their technical expertise to their planning-first philosophy, Redwood brings exceptional professionals to our team,” says Wipfli Financial principal and CEO Jeff Pierce. “Their incredibly strong alignment with our firm’s culture, mission and values is going to enable an important transition for clients and empower both teams to deliver a high-quality and consistent client experience.”

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