Householder Group Exceeds $1 Billion In Acquired Assets Since 2019

Texas And Colorado Acquisitions Are The Firm’s 12th And 13th Since It Launched An Inorganic Growth Strategy In 2019
Scott Householder, Founder & CEO, and Renee Farida, COO, Householder Group
Scott Householder, Founder & CEO, and Renee Farida, COO, Householder Group

Householder Group Estate and Retirement Specialists announced the acquisitions of American Financial Services and The IRA Specialists, with over $150 million in combined client assets. The latest acquisitions are the 12th and 13th by Householder Group since it launched an aggressive nonorganic growth strategy in 2019, bringing the total acquired client assets over the past five years to $1 billion.

Bob Foland, President & Owner, The IRA Specialists
Bob Foland, President & Owner, The IRA Specialists

Barbara Barton, CEO of American Financial Services in Plano, Texas, founded the firm with the mission of helping clients achieve their financial goals by providing thoughtful financial guidance throughout their lives. Bob Foland, President and Owner of Centennial, Colorado-based The IRA Specialists, has been working in the financial industry for 33 years, taking a straightforward approach to providing financial advice to help clients transition to retirement.

“Barbara and Bob have built strong practices, helping their impressive rosters of clients reach their financial goals. These are exactly the type of businesses we look to bring into the Householder family,” said Renee Farida, Chief Operating Officer at Householder Group.

She continued, “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.”

As an independent financial planning firm, Householder Group provides its advisors with a turnkey marketing and branding platform; comprehensive training; turnkey asset management solutions; back and middle-office resources; and practice management support. Its advisors are dually registered and have access to both brokerage and advisory products.

Barbara Barton, CEO, American Financial Services
Barbara Barton, CEO, American Financial Services

“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,” Barton said. “The support they provided throughout the transition has been unmatched.”

She added, “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.”

Householder Group’s growth strategy has targeted both financial advisors who are experienced but still have considerable room to grow their businesses, as well as acquiring successful practices from founders looking for an exit strategy that will ensure clients don’t face any disruptions.

“With 13 successful acquisitions over the past few years, Householder Group continues our impressive growth momentum,” said Scott Householder, Founder and CEO of Householder Group. “I am proud of Renee and our entire team who work tirelessly to source, structure and execute these deals. As a firm, we are committed to implementing a smooth transition for Barbara’s and Bob’s businesses and ensuring that their clients are served with distinction and fully supported in their life journeys.”

James Miller, Contributing Editor & Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.

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