Wealth management firm Apella Wealth said PBMares Wealth Management, LLC, the wealth management division of Virginia-based accounting and advisory firm PBMares LLP, has joined Apella, strengthening Apella’s footprint in the Mid-Atlantic.
Apella said the move expands its advisory talent and planning resources while allowing PBMares clients to continue working with the same team, alongside a continued strategic relationship between Apella and PBMares LLP. The transaction closed on December 31, 2025.
The firm said this is Apella’s 25th transaction overall and its 14th since partnering with Wealth Partners Capital Group, which invested in Apella in September 2021. As of closing, Apella said it is approaching $10 billion in assets under management.
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“We are thrilled for the PBMares wealth team to join Apella and to continue a strategic relationship with PBMares LLP. Their client-first philosophy mirrors Apella’s and they have a background of wealth advisory and CPA expertise which strengthens the firm.”
Jim Scanlan, President, Apella
“Welcoming PBMares into the Apella community marks an exciting moment for the firm. Together, we will expand the firm’s impact and further elevate the level of service provided to clients.”
Pat Sweeny, CEO, Apella
“We are proud to help our clients navigate life’s most significant milestones. This next chapter brings more robust resources and a new name for the wealth management division, and our clients will work with the same team they trust. We look forward to maintaining a relationship with Apella going forward.”
Harvey Johnson, CEO, PBMares LLP
“This partnership brings together two outstanding teams, united by a shared commitment to client-first values and deep expertise in wealth management and financial planning. As Apella strengthens its presence in the Mid-Atlantic and beyond, WPCG remains committed to supporting Apella’s growth in the years ahead.”
Sean Bresnan, Founding Partner, Wealth Partners Capital Group
