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Wealth Enhancement Group Announces the Addition of The Financial Advisory Group, LLC, an Independent RIA with Over $1.22 Billion in Client Assets

Wealth Enhancement Group, a national independent wealth management firm with over $81.5 billion in client assets, announced that it will join forces with The Financial Advisory Group, LLC, an independent RIA in Houston, Texas. The team of seven financial advisors and 14 support team members manages over $1.22 billion in client assets and is led by founder, Richard J. Alphonso, J.D., CPA/PFS, M.S.T., AEP.

Mar 1, 2024

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Wealth Enhancement Group Deepens Leadership Bench, Surpasses $81 Billion in Client Assets, Exceeds 115 Offices Nationwide, and Leads Industry as Top RIA Acquirer

Wealth Enhancement Group, a national independent wealth management firm, continues to lead the industry as one of the nation’s top RIA platforms. Today, the firm is announcing three key leadership appointments, continued growth in strategic markets nationwide, and the surpassing of $81 billion in client assets. Wealth Enhancement ranked #5 on Barron’s list of Top 100 RIAs and has increased its ranking on the list for four consecutive years while maintaining a 97% client retention rate.1

Apr 7, 2024

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ivoox: Doug Huber Interviewed by Stacy Havener on the ivoox ‘Billion Dollar Backstory’ Podcast.

Doug Huber, Vice President, Investment Strategy at Wealth Enhancement Group was interviewed by Stacy Havener on the ivoox Billion Dollar Backstory podcast.Fund buyers know investing is more of an art than a math equation.

Jul 11, 2024

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Very Well Mind: Cohen Taylor Featured in “I Can’t Afford My Friends. Now, What?”

Cohen Taylor, Behavioral Wealth Specialist at Wealth Enhancement Group was featured by Very Well Mind in “I Can’t Afford My Friends. Now, What?”

Jun 22, 2024

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Bankrate: Kelly Crane Quoted in “CDs or Fixed Annuities: Which is a Better Way to Save for Retirement?”

Kelly Crane, CFP®, CFA, CLU, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was quoted by Bankrate in “CDs or Fixed Annuities: Which is a Better Way to Save for Retirement?”

Jun 24, 2024

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MarketWatch: Paul Brahim Featured in “My Wife and I Are Nearing Retirement—and Have $4 Million in Real Estate. Should We Sell Our Properties and Invest the Money?”

Paul Brahim, CFP®, AIFA®, Managing Director, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by MarketWatch in “My Wife and I Are Neari

Jun 5, 2024

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CNBC: Ayako Yoshioka Interviewed in “Apple’s WWDC event”

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was interviewed on CNBC: Closing Bell.

Jul 10, 2024

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GOBankingRates: Timothy Hewitt Featured in “I’m a Retirement Planner: Reasons to Pay Off Your Mortgage Before You Retire”

Timothy Hewitt, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “I’m a Retirement Planner: Reasons to Pay Off Your Mortgage Before You Ret

Jun 23, 2024

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BBC World Business Report: Ayako Yoshioka Featured in “Protesters in Kenya Angry Over Tax Rises”

Ayako Yoshioka, CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast in “Protesters in Kenya Angry Over Tax Rises.”

Jul 1, 2024

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Bloomberg Technology: Ayako Yoshioka Interviewed in “Nvidia’s Slide and Apple’s EU Fines”

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was interviewed by Ed Ludlow on Bloomberg Technology. In this segment, Ayako discusses Nvidia sliding for a third consecutive day and wiping out $400 billion off its market cap.

Jul 1, 2024

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