Choreo announced that it acquired substantially all the assets of Resource Financial Group. RFG is a Wilmette, Illinois-based registered investment adviser with approximately $700 million in assets under management as of April 30, 2026.
The acquisition expands Choreo’s presence in the Chicago area. It also adds a business planning-focused advisory team with deep experience serving closely held business owners and families.
RFG is led by wealth managers Peter M. Maris, Founding Partner, and Brian Pugal, Partner. The team is supported by a six-person client service group led by Alexandra Moise.
RFG works primarily with closely held business owners and families. Its planning work focuses on business transitions, liquidity events, retirement, and coordination with CPAs, estate attorneys, and insurance professionals.
Maris founded RFG in 1996 after beginning his financial services career in the personal finance department of a large Chicago bank and later working as a tax planner. He previously served as a financial advisor with American Express Financial Advisors and holds CFP certification and an MBA from Loyola Chicago’s Quinlan School of Business.
Pugal joined RFG in 2002. He holds an MBA from Loyola Chicago’s Quinlan School of Business, along with CFP and Certified Investment Management Analyst designations.
The deal marks the latest in a series of transactions for Choreo. This year, the firm has acquired the assets of Northeast Financial Group and Herbein Financial Group, along with Insight Wealth Strategies.
Overall, Choreo has added 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. The company operates from more than 40 locations across the country and 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 of 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 of Resource Financial Group
