HoyleCohen LLC, a wealth management and financial planning firm headquartered in San Diego, has merged with Santa Monica-based registered investment advisory firm Libbie Agran Financial Services & Seminars.
Focus Financial Partners, a partnership of independent wealth management firms to which HoyleCohen has belonged since 2006, announced the merger.
HoyleCohen will remain headquartered in San Diego. Libbie Agran will operate under the HoyleCohen name.
It's the latest in a line of similar transactions HoyleCohen has completed since joining the Focus partnership with the aim of expanding its geographic reach.
Peter Mueller, president and CEO of Libbie Agran, will head the combined firm’s Los Angeles office.
“HoyleCohen shares our passion for putting clients’ interests first. They have a dedicated management and support team who will assume many of our management and administrative tasks, allowing us to spend more time on client needs and issues,” Mueller said. “The merger will also greatly expand our service offerings and investment opportunities, enabling us to do even more for our clients.”