Choreo announced it has acquired all the assets of Resource Financial Group, a Wilmette, Illinois-based registered investment adviser with approximately $700 million in assets under management as of April 30, 2026. RFG is led by wealth managers Peter M. Maris, Founding Partner, and Brian Pugal, Partner, and is supported by a six-person client service team led by Alexandra Moise, working primarily with closely held business owners and families on business transitions, liquidity events, and retirement planning.
Maris began his financial services career in the personal finance department of a large Chicago bank before becoming a tax planner, and was a financial advisor with American Express Financial Advisors before founding RFG in 1996. He holds a Certified Financial Planner designation and an MBA from Loyola Chicago’s Quinlan School of Business. Pugal joined RFG in 2002 and holds an MBA from Loyola Chicago’s Quinlan School of Business, as well as a Certified Investment Management Analyst designation.
The acquisition marks the latest in a series of deals for Choreo, which has also acquired the assets of Northeast Financial Group, Herbein Financial Group, and Insight Wealth Strategies this year, adding approximately $2 billion in assets under management in 2026. Turkey Hill Management served as advisor to RFG in the transaction.
Choreo is an independent firm focused on tax-smart wealth planning, operating out of more than 40 locations across the country. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 7,000 clients with approximately $28.6 billion in assets under management and advisement as of December 31, 2025.
KEY QUOTES:
“Peter and Brian have built a terrific business and earned deep trust by helping clients connect business planning with retirement and succession to preserve wealth.”
“The firm’s work with closely held businesses in the Chicago area and beyond strengthens our ability to support teams that do complex planning work for builders of these kinds of unique enterprises and companies around the country.”
Jason Van de Loo, CEO, Choreo
“Our entire team is excited to join Choreo. Our clients value our relationship-based client service model backed by data and plan coordination. With Choreo, we’ll have more resources and consistency behind our processes, which means a smoother experience for them.”
Peter M. Maris, Founding Partner, Resource Financial Group
