Wealth Enhancement Bolsters Asset Management with FPG Private Wealth Acquisition

Wealth Enhancement Expands Its Horizons with FPG Private Wealth Acquisition

On December 2, 2025, Wealth Enhancement, a leading independent wealth management firm based in the United States, announced a significant strategic move to enhance its service offerings. By acquiring FPG Private Wealth, a hybrid Registered Investment Advisor (RIA) located in Carmel and Lafayette, Indiana, Wealth Enhancement aims to broaden its client base and elevate its assets under management to a stunning total of over $127.8 billion.

The acquisition, officially closed on November 30, 2025, brings into Wealth Enhancement's fold approximately $532 million in client assets managed by FPG Private Wealth. This teamwork, spearheaded by seasoned professionals such as Andrew Moulton, Timothy Johnston, and Don Penn, promises not only to bring in considerable wealth management resources but also a wealth of industry experience—over 65 years collectively.

Jeff Dekko, CEO of Wealth Enhancement, emphasized the excitement surrounding this acquisition, stating, "We are excited to deepen our Midwest roots through this partnership. The leadership from FPG Private Wealth aligns perfectly with our commitment to enhancing clients' lives."

FPG Private Wealth is well-regarded for its straightforward approach to financial planning, encapsulated in its trio of guiding principles: Plan, Prosper, Protect. These principles serve as a framework that empowers clients to meet their long-term financial aspirations with confidence. Beyond traditional wealth management, the firm also specializes in asset-based lending, primarily catering to business owners—a demographic whose entrepreneurial spirit resonates with the values upheld by Wealth Enhancement.

Moulton expressed optimism regarding the potential growth stemming from this partnership, recognizing the enhanced scale and capabilities that Wealth Enhancement brings to the table. He stated, “This collaboration will not only enrich the experience we offer our clients but also unveil new pathways for both our clientele and our advisory team.”

In addition to the acquisition benefits, Jim Cahn, Chief Strategy Officer at Wealth Enhancement, reiterated the substantial impact of integrating FPG Private Wealth. He remarked that this marks the firm’s inaugural office location in the expansive Indianapolis market, contributing to a robust regional presence. Cahn accentuated the commitment of the FPG team to client success, which aligns perfectly with Wealth Enhancement’s mission.

Wealth Enhancement differentiates itself in the wealth management industry through its innovative approach. Finding success in a rapidly evolving financial landscape necessitates personalized strategies, and Wealth Enhancement strives to refine its financial planning services continually. Their method includes the team-based Roundtable™ and UniFi processes, both designed to go beyond standard practices and cater intricately to the unique needs of each client.

With the recent acquisition, Wealth Enhancement reinforces its dedication to improving the financial futures of its clients while expanding its national footprint. It stands as a beacon of client-centric wealth management, raising the bar for the industry since its establishment in 1997.

Clients can expect a seamless integration of FPG Private Wealth's values and practices into Wealth Enhancement's established framework, ensuring unmatched services that address not only traditional asset management but also the comprehensive financial needs of modern investors.

For more information about Wealth Enhancement’s services and values, please visit their website at www.wealthenhancement.com.