Wealth Enhancement, a national independent wealth management firm with over $103 billion in client assets, announced the acquisition of Danison & Associates, an independent RIA in Columbus, Ohio. And the team of two advisors and two support staff oversees more than $82 million in client assets and is led by Dean Danison, CIMC, President, and Tracey Danison, CFP, Vice President.
Danison & Associates, founded in 1997, was built on the core principles of Honesty, Communication, and Performance, which they trademarked. And these values are integral to the firm’s mission. Specializing in wealth management and financial planning, the firm offers both individuals and small businesses. Dean Danison and Tracey Danison combined have over 65 years of experience in the industry and bring deep experience to each client relationship.
This acquisition of Danison & Associates closed on December 31, 2024, and marks Wealth Enhancement’s 20th closed transaction of 2024.
KEY QUOTES:
“We are so pleased that Danison & Associates is joining Wealth Enhancement. With access to our centralized planning, estate, tax, and trust services, we are confident that the team will continue to thrive and achieve even greater success.”
– Jeff Dekko, Chief Executive Officer of Wealth Enhancement
“We are excited to begin this next chapter as we partner with Wealth Enhancement, a highly respected firm in the industry. By joining Wealth Enhancement, we will be able to expand our capabilities and receive valuable back office support that will enable us to spend even more time with our clients.”
– Dean Danison of Danison & Associates
“The acquisition of Danison & Associates marks Wealth Enhancement’s first office location in Greater Columbus. We look forward to fruitful collaboration and success with the team for years to come.”
– Jim Cahn, Chief Strategy Officer of Wealth Enhancement
