San Diego Business Journal

Local Firm Providing Marketing and Business Services to Financial Cos. Is Merging With Kansas Company

By Mike Allen Thursday, May 29, 2014

Two companies providing marketing and other business services to the independent financial advisory industry said they’re merging.

San Diego based Wealth Management Marketing Inc. and Kansas-based Angie Herbers Inc. are joining forces, with the expected completion of the transaction in July.

The leaders of the companies said they decided to conduct a merger to better serve their mutual clients.

Wealth Management Marketing provides marketing solutions to financial advisers, while Angie Herbers specializes in providing business consulting and research services such as assistance in hiring employees, and in mergers and acquisitions.

The combined company will have a total of 14 employees and be headquartered in San Diego. Now based in Manhattan, Kan., Angie Herbers will relocate to San Diego. Each entity will continue to serve its clients under its current brand until early 2015 when a new name will be announced.