Strategic Partnership Webber Advisors recently joined forces with the Leavitt Group and expanded via Stalwart-Leavitt Insurance, signaling a strong channel for co-sell opportunities and bundled insurance, benefits, and advisory services to cross-sell to existing clients.

Growth and Scale From a two-person shop to a 60+ employee firm with multi-state expansion (PA, MD, OH, VA, WV), Webber Advisors represents a growth play for selling scalable HR, benefits, retirement, and wealth-management solutions to mid-market organizations.

Diversified Services With offerings spanning Employee Benefits, EB administration, retirement plan services, HR consulting, business insurance and wealth management, there are numerous upsell and cross-sell opportunities within existing client bases.

Industry Focus Specialization in healthcare, senior services, banking, and nonprofits presents a target list of organizations with consistent benefits and risk management needs, ideal for selling comprehensive sponsor-level solutions.

Financial Footprint Revenue in the mid-range of tens of millions and notable funding-backed partnerships imply budget availability for enhanced benefits consulting, regulatory compliance support, and technology-enabled administration platforms.