Cetera Holdings – the holding company of Cetera Financial Group, the premier financial advisor Wealth Hub – announced that The Retirement Planning Group (TRPG) has acquired Dightman Capital Group, an RIA based in Overland Park, Kansas. TRPG acquired 100% of the assets of Dightman Capital Group, which is owned and operated by Brian Dightman, CMT. Dightman is now a W-2 advisor at TRPG, providing him with many benefits, including office support, technology, marketing, insurance, and employee benefits as he continues to serve his existing clients.
In May 2023, Cetera Holdings acquired TRPG, which oversees approximately $1.8 billion in assets as of January 31, 2024. Along with holistic financial planning services, TRPG provides tax solutions and payroll and bookkeeping services to serve wide-ranging wealth management needs. TRPG is headquartered in Leawood, KS (near Kansas City), with offices in St. Louis and Denver.
KEY QUOTES:
“We are pleased to welcome Brian and his clients to the TRPG family, where we know they are positioned well for a bright future. This acquisition represents a continuation of TRPG’s successful M&A strategy, and the first of more to come with the support of Cetera. I encourage any independent advisors aspiring to spend more time taking care of their clients – and less time on the operational aspects of running a business – to consider TRPG as a destination of choice.”
– Kevin Conard, CEO at TRPG
“As I contemplated the long-term future of my business, I closely evaluated and considered nearly two dozen options and firms across the country. From the moment I met Kevin and his team, I knew this was the right fit and could not be more pleased and optimistic about the future. The TRPG culture backed by Cetera’s industry leading resources and support make this partnership the perfect choice for my business and my clients.”
– Brian Dightman
