Acquired by HUB WealthPlan Advisors was acquired by HUB International in 2022, signaling a potential need to align cross-sell opportunities with HUB’s broader insurance and risk management offerings.

Regional footprint With offices in Arizona, Utah and Missouri and a Western U.S. client base, there is potential to upsell integrated retirement, wealth, and fiduciary services to mid-market organizations expanding within or into these states.

Mid-market focus Revenue in the 10-25 million range and a tight employee base suggest opportunities for scalable outsourced fiduciary services, retirement plan consulting, and wealth management solutions tailored for mid-sized employers and institutions.

Retirement expertise Specialization in retirement plans and fiduciary requirements positions the firm to cross-sell to organizations seeking enhanced ERISA compliance, cost optimization, and fiduciary governance.

Strategic partner Independent advisory positioning and a client-centric partnership approach indicate a receptiveness to integrated solutions that combine investment advisory with insurance, risk management, and estate planning through a unified offering.