Prager Metis Acquires New York Financial Planning Firm

New York-based IPA 100 firm Prager Metis International (FY21 net revenue of $139 million) has acquired New York-based financial planning firm The Gassman Financial Group.

Founded more than 100 years ago, The Gassman Financial Group provides a full range of tax, financial and wealth management services to clients nationwide. As part of the deal, Jonathan Gassman will join Prager Metis as a principal and his team will work out of the firm’s office in Boca Raton, Fla.

“Our firm is committed to delivering unparalleled service to clients and we are always looking for opportunities to expand our offerings,” says Stuart Mayer, OMP of Prager Metis’s New York office. “The addition of The Gassman Financial Group is a testament to this commitment and reinforces Prager Metis’s position as a leading provider of accounting and advisory services.”

 

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