Wealth Enhancement Expands Its Reach with Acquisition of Dickerson Jackson & Associates
In a strategic move to enhance its service offerings, Wealth Enhancement has announced the acquisition of Dickerson Jackson & Associates, a hybrid Registered Investment Advisor (RIA) based in Glen Allen, Virginia. This acquisition is notably significant as it brings Dickerson Jackson's approximately $376 million in client assets into Wealth Enhancement’s expanding portfolio, which now totals over $161.4 billion. This latest addition allows Wealth Enhancement to further solidify its presence in the wealth management sector while upholding its core mission of enriching clients’ lives through personalized financial solutions.
Founded in 2004, Dickerson Jackson & Associates has established itself over the past two decades as an invaluable ally to clients navigating the sometimes complex world of financial decisions. The firm is helmed by two experienced advisors, Jeff Dickerson and Todd Jackson, both of whom are certified financial planners (CFP®) and manage a team dedicated to outstanding client service. They have integrated a philosophy they describe as 'Understand-Design-Implement-Manage,' which emphasizes a client-centric approach—ensuring that the needs and goals of their clients remain at the heart of every financial strategy they develop.
The acquisition reflects Wealth Enhancement's focus on delivering robust financial planning and advisory services. Jeff Dekko, the CEO of Wealth Enhancement, expressed admiration for the disciplined approach adopted by Dickerson Jackson & Associates, stating, "The care behind the team's approach aligns deeply with our values at Wealth Enhancement. This commitment to personalized planning and long-term stewardship is something we believe is essential to client success."
Dickerson Jackson & Associates brings a wealth of experience to Wealth Enhancement, as the combined industry experience of Jeff Dickerson and Todd Jackson approaches an impressive 80 years. Their extensive range of services—including financial and investment management, retirement and estate planning, risk management, and charitable giving strategies—will now be enhanced with the resources that Wealth Enhancement provides.
Both Jeff Dickerson and Todd Jackson shared their enthusiasm about the acquisition, noting that their new association with Wealth Enhancement will allow them to broaden their capabilities while maintaining the personalized, client-focused service that has always been their hallmark. According to them, "Joining Wealth Enhancement gives us even more resources and capabilities to support our clients along the way, while preserving the client-centered approach that has always been at the heart of our firm."
Jim Cahn, Chief Strategy Officer at Wealth Enhancement, echoed this sentiment, praising the robust client relationships established by Dickerson Jackson & Associates. "This firm has built a strong business grounded in deep client relationships and a commitment to helping families achieve their long-term goals. Their experience, culture, and client focus complement Wealth Enhancement well, and we look forward to supporting their continued growth."
The acquisition was finalized on August 31, 2026, and Dickerson Jackson & Associates was guided in the process by FP Transitions, a firm specialized in assisting financial advisory businesses through mergers and acquisitions.
About Wealth Enhancement: Wealth Enhancement is recognized as an independent wealth management firm dedicated to enriching clients' lives through customized financial planning and plan-led investing. Their comprehensive array of services includes investment management, tax strategies, estate planning, retirement planning, and insurance solutions tailored for individuals, families, and businesses alike. With over 194 offices nationwide, Wealth Enhancement blends specialized knowledge with a client-centered service approach, ensuring that it continues to meet the evolving needs of its clientele while preserving the strong local relationships that are vital to their mission.
As of July 31, 2026, Wealth Enhancement had $160.1 billion in client assets, with the inclusion of Dickerson Jackson & Associates marking another milestone in its growth trajectory. This evolution is vital as Wealth Enhancement continues to seek out partnerships that enhance its ability to serve clients effectively in various regions, particularly in the Mid-Atlantic.
For more information regarding Wealth Enhancement and their range of services, interested parties can visit their website at wealthenhancement.com.
Founded in 2004, Dickerson Jackson & Associates has established itself over the past two decades as an invaluable ally to clients navigating the sometimes complex world of financial decisions. The firm is helmed by two experienced advisors, Jeff Dickerson and Todd Jackson, both of whom are certified financial planners (CFP®) and manage a team dedicated to outstanding client service. They have integrated a philosophy they describe as 'Understand-Design-Implement-Manage,' which emphasizes a client-centric approach—ensuring that the needs and goals of their clients remain at the heart of every financial strategy they develop.
The acquisition reflects Wealth Enhancement's focus on delivering robust financial planning and advisory services. Jeff Dekko, the CEO of Wealth Enhancement, expressed admiration for the disciplined approach adopted by Dickerson Jackson & Associates, stating, "The care behind the team's approach aligns deeply with our values at Wealth Enhancement. This commitment to personalized planning and long-term stewardship is something we believe is essential to client success."
Dickerson Jackson & Associates brings a wealth of experience to Wealth Enhancement, as the combined industry experience of Jeff Dickerson and Todd Jackson approaches an impressive 80 years. Their extensive range of services—including financial and investment management, retirement and estate planning, risk management, and charitable giving strategies—will now be enhanced with the resources that Wealth Enhancement provides.
Both Jeff Dickerson and Todd Jackson shared their enthusiasm about the acquisition, noting that their new association with Wealth Enhancement will allow them to broaden their capabilities while maintaining the personalized, client-focused service that has always been their hallmark. According to them, "Joining Wealth Enhancement gives us even more resources and capabilities to support our clients along the way, while preserving the client-centered approach that has always been at the heart of our firm."
Jim Cahn, Chief Strategy Officer at Wealth Enhancement, echoed this sentiment, praising the robust client relationships established by Dickerson Jackson & Associates. "This firm has built a strong business grounded in deep client relationships and a commitment to helping families achieve their long-term goals. Their experience, culture, and client focus complement Wealth Enhancement well, and we look forward to supporting their continued growth."
The acquisition was finalized on August 31, 2026, and Dickerson Jackson & Associates was guided in the process by FP Transitions, a firm specialized in assisting financial advisory businesses through mergers and acquisitions.
About Wealth Enhancement: Wealth Enhancement is recognized as an independent wealth management firm dedicated to enriching clients' lives through customized financial planning and plan-led investing. Their comprehensive array of services includes investment management, tax strategies, estate planning, retirement planning, and insurance solutions tailored for individuals, families, and businesses alike. With over 194 offices nationwide, Wealth Enhancement blends specialized knowledge with a client-centered service approach, ensuring that it continues to meet the evolving needs of its clientele while preserving the strong local relationships that are vital to their mission.
As of July 31, 2026, Wealth Enhancement had $160.1 billion in client assets, with the inclusion of Dickerson Jackson & Associates marking another milestone in its growth trajectory. This evolution is vital as Wealth Enhancement continues to seek out partnerships that enhance its ability to serve clients effectively in various regions, particularly in the Mid-Atlantic.
For more information regarding Wealth Enhancement and their range of services, interested parties can visit their website at wealthenhancement.com.
Topics Financial Services & Investing）
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