Apella Wealth announced that Financial Connections Group has joined the firm, strengthening its presence on the West Coast and bringing total assets under management to approximately $10.5 billion.
Financial Connections, founded in 1994 and headquartered in Larkspur, California, is a fee-only fiduciary firm providing financial planning, retirement planning, and investment management services. The firm operates offices in Larkspur, Berkeley, and San Francisco and brings more than three decades of experience to the partnership. As part of the transaction, partners Jill Hollander, Brian Pon, and Kai Bogdanovich, along with the broader team, will join Apella.
The deal closed on April 1, 2026, and marks Apella’s 27th partnership overall and its 16th completed in collaboration with Wealth Partners Capital Group, which invested in Apella in 2021.
Apella, a national registered investment advisor founded in 2014 and headquartered in West Hartford, Connecticut, continues to pursue growth through strategic partnerships with like-minded advisory firms. The firm emphasizes evidence-based investing and comprehensive financial planning, serving both individual and institutional clients across multiple locations in the United States.
The addition of Financial Connections enhances Apella’s planning capabilities and deepens its footprint in California, aligning with its broader strategy of expanding geographic reach while maintaining a collaborative advisor-driven model.
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“It is a privilege to welcome the Financial Connections team to Apella. Their deep financial planning expertise, strong commitment to client relationships and collaborative culture seamlessly align with Apella’s values. Apella looks forward to continuing to grow the firm’s West Coast presence as a result of this partnership.”
Jim Scanlan, President of Apella Wealth
“Financial Connections represents the type of firm that Apella is proud to partner with, one built on professional excellence and the belief in doing what is best for its clients. Apella is pleased to have their team join the firm and help Apella to continue to grow in a thoughtful, strategic way.”
Pat Sweeny, CEO of Apella Wealth
“We decided to merge with a larger firm to expand and enhance the services we offer to our employees and clients. We identified Apella Wealth as a company with philosophies and practices closely aligned with our own, and we are pleased to join their team.”
Jill Hollander, Founder of Financial Connections Group
“Financial Connections is a natural fit for Apella, both firms share a commitment to providing holistic advice, enduring client relationships and preserving advisor autonomy. This acquisition further strengthens Apella’s West Coast presence while staying true to the culture and philosophy that has driven the firm’s growth.”
Madison Snider, Director at Wealth Partners Capital Group
