Householder Group Estate and Retirement Specialists, an independent financial planning firm, has achieved a significant milestone in its growth trajectory by surpassing $1 billion in new client assets over the past five years, according to a press release.
Householder Group also announced the recent acquisitions of American Financial Services and The IRA Specialists, adding over $150 million in combined client assets to the firm..
Founded by Barbara Barton, CFP®, American Financial Services has been dedicated to providing financial guidance to clients in Plano, Texas, helping them achieve their financial goals at each stage of life. Bob Foland, CFP®, President and Owner of The IRA Specialists, based in Centennial, Colorado, has more than three decades of experience guiding clients through retirement transitions, according to the release.
“Barbara and Bob have built strong practices, helping their impressive rosters of clients reach their financial goals,” said Renee Farida, Chief Operating Officer at Householder Group. “These are exactly the type of businesses we look to bring into the Householder family. I have been in touch with both advisors over the years, keeping them up to date on all the great things going on at Householder Group. They were well versed on our unique value proposition for advisors looking to ease out of the business, while making sure their clients are well cared for over the long term. When the time came for them to seriously consider retirement, we were their first call.”
Ms. Barton said, “I chose to work with Householder Group because our values and way of doing business aligned perfectly. They have the integrity that puts clients first and the flexibility to respect my processes and business model. The support they provided throughout the transition has been unmatched. Every member of their team has been sincere, kind, and dedicated to the ongoing success of my business. They have under-promised and over-delivered every step of the way. Most importantly, they are allowing me to continue servicing my clients after the sale. This is contributing to a seamless transition and has increased client retention.”
The transactions with American Financial Services and The IRA Specialists mark Householder Group’s 12th and 13th acquisitions since implementing its aggressive non-organic growth strategy in 2019.
