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Simplicity Group Holdings
Simplicity Group Strengthens Atlanta Presence through the Addition of Austin Knowles and Mike Becher with the Acquisition of Pinnacle Atlanta, LLC
November 4, 2026
Simplicity Group Bolsters Workplace Offering with the Acquisition of Alta Montclair and Welcomes Rocky Rocamora, Sam Monastyrsky, and Irina Monastyrsky as the Group’s Newest Partners
November 3, 2026
Simplicity Continues Expansion of Securities Division with the Appointment of Albert Cohen and Nandha Srinivasan as Simplicity Partners and EVPs of Securities Technology
November 2, 2026
Simplicity Group Acquires Zen Wealth Management Group to Expand Holistic Wealth Management Offerings
October 15, 2026
Simplicity Group Acquires MAIA Wealth, Expanding Wealth Management Capabilities with New Denver Team
October 14, 2026
Simplicity Group Acquires Whitney and Associates, Expanding Presence in Des Moines as it Welcomes Mitch Whitney and Charles Johnson as the Group’s Newest Partners
September 10, 2026
Simplicity Acquires Wright Wealth Group, Expanding Estate and Protection Planning Business and Welcomes Eric Wright as its Newest Partner
August 25, 2026
Simplicity Acquires Mobile Bay Financial to Expand Holistic Financial Planning and Wealth Management Footprint and Welcomes John McNeil and Virginia O’Brien as New Partners
August 4, 2026
Simplicity Acquires Mid-Atlantic Wealth Advisory Group and Welcomes Dennis Maguire and Robert Sayre to the Partnership
August 3, 2026
Simplicity Welcomes Bob Muzikowski to the Partnership with the Acquisition of Benefit Planning, Inc.
June 29, 2026
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