Wealth Enhancement announced that it has acquired the investment advisory business of Dickerson Jackson & Associates, a hybrid registered investment adviser based in Glen Allen, Virginia, with more than $376 million in client assets. The acquisition closed on August 31, 2026, and brings Wealth Enhancement’s total client assets to more than $161.4 billion.
Dickerson Jackson & Associates is led by Jeff Dickerson, CFP, Managing Partner, and Todd Jackson, CFP, Managing Partner. The team includes two advisors and two support professionals.
Founded in 2004, Dickerson Jackson & Associates provides financial planning and wealth management services to individuals and families.
The firm’s offerings include investment management, retirement planning, estate and trust planning, business planning, risk management, fixed income services and charitable giving strategies.
Dickerson and Jackson collectively bring nearly eight decades of industry experience.
The firm has built its client service model around what it describes as an “Understand-Design-Implement-Manage” philosophy, with an emphasis on personalized planning and long-term financial stewardship.
Joining Wealth Enhancement will provide the Dickerson Jackson team with access to additional resources and capabilities while allowing it to maintain its existing client-centered approach.
The transaction also expands Wealth Enhancement’s presence in the Mid-Atlantic region.
Wealth Enhancement operates through more than 194 offices nationwide and provides investment management, tax strategies, estate planning, retirement planning and insurance solutions for individuals, families and businesses.
As of July 31, 2026, Wealth Enhancement and Wealth Enhancement Advisory Services had approximately $160.1 billion in client assets, including $5.5 billion in brokerage assets with Wealth Enhancement Brokerage Services.
Including Dickerson Jackson & Associates and previously announced acquisitions, Wealth Enhancement expects to have more than $161.4 billion in client advisory, trust and brokerage assets.
FP Transitions advised Dickerson Jackson & Associates on the transaction.
KEY QUOTES:
“What impressed us about Dickerson Jackson & Associates is the discipline and care behind the team’s approach. Through their ‘Understand-Design-Implement-Manage’ philosophy, Jeff and Todd have built a thoughtful process that keeps clients at the center of every decision. Their commitment to personalized planning and long-term stewardship aligns closely with what we value at Wealth Enhancement.”
Jeff Dekko, Chief Executive Officer of Wealth Enhancement
“Over the years, we’ve had the privilege of supporting clients through many of life’s most meaningful moments and important financial decisions. Those experiences have reinforced our belief that wealth management is ultimately about helping people navigate change, pursue their goals, and make decisions with confidence. Joining Wealth Enhancement gives us even more resources and capabilities to support our clients along the way, while preserving the client-centered approach that has always been at the heart of our firm.”
Jeff Dickerson, CFP, Managing Partner, and Todd Jackson, CFP, Managing Partner of Dickerson Jackson & Associates
“Dickerson Jackson & Associates has built a strong business grounded in deep client relationships and a commitment to helping families achieve their long-term goals. The firm brings the kind of experience, culture, and client focus that complements Wealth Enhancement well. We’re pleased to welcome the team and look forward to supporting their continued growth as part of our organization.”
Jim Cahn, Chief Strategy Officer of Wealth Enhancement
