Simplicity Group Holdings, a leader in financial product distribution and advisory services, has announced the strategic acquisition of Aptus Wealth, a rapidly growing Registered Investment Advisor that originated within Aptus Marketing—now known as Simplicity Columbus.
Based in Ohio, Aptus Wealth was founded and led by Josh Pick, a seasoned advisor whose commitment to excellence has helped shape the firm’s reputation for client-focused financial planning.
Through this acquisition, Aptus Wealth will transition to operate under the new name Simplicity Wealth Advisors, further expanding Simplicity’s footprint and capabilities in the wealth management sector.
The firm will now leverage Simplicity’s sophisticated Wealth platform, alongside proprietary resources and innovative materials designed to enhance portfolio performance and client service. Josh Pick, whose leadership and vision have driven Aptus Wealth’s growth, will be joining Simplicity as a partner, bringing with him a dedicated team and a proven track record of success.
This move marks a significant step for both organizations as they combine their expertise, technology, and resources to deliver comprehensive financial solutions and support for a broader range of clients seeking holistic investment and protection strategies.
KEY QUOTES:
“Simplicity is excited to welcome Josh to the partnership and help him and his team continue to grow and serve their clients with an unrivalled suite of investment and protection solutions. Under the Simplicity Wealth Advisors brand and with access to Simplicity’s integrated investment platform, Josh will be well poised to support even more clients with holistic financial solutions.”
Bruce Donaldson, Partner and CEO of Simplicity
“Aptus Wealth is thrilled to be part of the Simplicity partnership, further enhancing our capabilities and commitment to providing exceptional financial services. We are excited to integrate into the Simplicity platform, fostering even greater collaboration and client success.”
Josh Pick
