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About Us
Our Firm
Letter From Our Founder
Our Values And Culture
Our Stewardship
Our Team
Solutions
Wealth Management
Tax and Business Services
Resources
Market Updates
Press Releases & News
Client Access
Black Diamond Client Portal
Charles Schwab
Fidelity Client Portal
Interactive Brokers
Pershing
eMoney
AdvicePay
Connect With Us
Press Releases & News
Maridea Wealth Management Acquires Pultro Financial Management, Establishing First Pennsylvania Presence
September 2, 2026
News
Maridea Wealth Management Acquires Pultro Financial Management
September 2, 2026
Press
Maridea Wealth Management Acquires Park Ridge Financial
August 20, 2026
Press
Maridea Wealth Management Acquires Park Ridge Financial, Expanding Chicago Presence
August 19, 2026
News
Maridea Wealth Management Named InvestmentNews RIA Team of the Year
August 6, 2026
Press
Top 50 Fastest Growing RIA–Ranked sixth by Financial Advisor Magazine 2026
July 17, 2026
News
$1.2B Maridea Brings Tax Prep In-House, Adds Fidelity as Custodian
June 22, 2026
News
Maridea Wealth Management Acquires Ashford Investment Advisors
June 22, 2026
Press
Maridea acquires Ashford Investment Advisors, enters Florida
June 22, 2026
News
Maridea Wealth Management Named One of Inc.’s Best Workplaces for 2026
June 3, 2026
Press
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