Choreo Expands Wealth Management Reach with Acquisition of Resource Financial Group

Choreo, LLC, a prominent independent investment advisory firm, has recently made waves in the financial industry by acquiring substantial assets from Resource Financial Group (RFG). This strategic acquisition marks a significant enhancement of Choreo's presence in the Chicago area, bringing added expertise to serve closely-held business owners and families.

About the Acquisition

As of April 30, 2026, Resource Financial Group, based in Wilmette, Illinois, was managing approximately $700 million in assets. Founded in 1996 by seasoned wealth managers Peter M. Maris and Brian Pugal, RFG has built a strong reputation for its client-centric approach, particularly in guiding businesses through transitions, liquidity events, and retirement planning.

The CEO of Choreo, Jason Van de Loo, expressed enthusiasm about the acquisition, stating, "Peter and Brian have built a terrific business and earned deep trust by helping clients connect business planning with retirement and succession to preserve wealth." This acquisition complements Choreo's existing capabilities and strengthens its commitment to providing comprehensive planning services for complex business needs across the nation.

Leadership Team

Peter Maris, RFG's Founding Partner and Certified Financial Planner (CFP®), has extensive experience in financial services, having started his career in a large Chicago bank before specializing in tax planning. He holds an MBA from Loyola Chicago's Quinlan School of Business. Partner Brian Pugal, also a CFP® and Certified Investment Management Analyst (CIMA®), joined RFG in 2002 and shares a similar academic background, enabling them to effectively address their clients' nuanced financial requirements.

Client-Centered Service Model

The client service approach at RFG, defined by personalized relationship management, is a significant asset that will be bolstered by Choreo's resources. Maris noted, "Our clients value our relationship-based client service model backed by data and plan coordination. With Choreo, we'll have more resources and consistency behind our processes, which means a smoother experience for them." This transition not only promises improved client outcomes but also reflects Choreo's broader vision of redefining wealth management through strategic acquisitions.

Continuing Growth and Future Plans

This acquisition is part of Choreo's aggressive growth strategy, which has seen the firm acquire several other financial groups in 2026, including Northeast Financial Group and Insight Wealth Strategies. Overall, Choreo has successfully added approximately $2 billion in assets under management this year, showcasing its expanding footprint in the financial advisory landscape.

The firm operates over 40 locations nationwide, demonstrating its commitment to providing innovative wealth management solutions and enhancing client well-being. The integration of RFG's expertise into Choreo's offerings is expected to further enrich the services available to current and future clients.

Conclusion

In summary, Choreo's acquisition of Resource Financial Group exemplifies the company's strategic approach to growth within the wealth management sector. By leveraging RFG's specialized knowledge and established relationships, Choreo aims to foster an environment where tailored financial solutions can thrive, ultimately benefiting clients across the spectrum of wealth management needs. As the firm continues to expand, it remains committed to redefining wealth planning in an ever-evolving financial landscape.