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M&A Deal Summary

Waverly Advisors Acquires Forefront Wealth Management

On December 9, 2025, Waverly Advisors acquired financial services company Forefront Wealth Management

Acquisition Highlights
  • This is Waverly Advisors’ 9th transaction in the Financial Services sector.
  • This is Waverly Advisors’ 13th transaction in the United States.
  • This is Waverly Advisors’ 1st transaction in Pennsylvania.

M&A Deal Summary
Date 2025-12-09
Target Forefront Wealth Management
Sector Financial Services
Buyer(s) Waverly Advisors
Deal Type Add-on Acquisition

Target

Forefront Wealth Management

Malvern, Pennsylvania, United States
Forefront Wealth Management is a financial advisory firm that provides wealth and investment planning, retirement planning, risk and liability management, tax-efficient strategies, and fiduciary services to individuals, families, business owners, retirees, and professionals, helping them build, protect, and transition assets. Forefront Wealth Management is based in Malvern, Pennsylvania.

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Buyer(S) 1

Buyer

Waverly Advisors

Birmingham, Alabama, United States
Category Company
Founded 1999
Sector Financial Services
DESCRIPTION

Waverly Advisors is a fee-only registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments and institutions. Waverly Advisors was formed in 1999 and is based in Birmingham, Alabama.

DEAL STATS #
Overall 13 of 13
Sector: Financial Services M&A 9 of 9
Type: Add-on Acquisition M&A Deals 13 of 13
State: Pennsylvania M&A 1 of 1
Country: United States M&A 13 of 13
Year: 2025 M&A 5 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-11-04 Bridge Creek Capital Management

West Barnstable, Massachusetts, United States

Bridge Creek Capital Management provides investment management and advisory services for individuals, retirement plans, trusts, businesses, and non-profit organizations. Bridge Creek Capital Management was founded in 2006 and is headquartered in West Barnstable, Massachusetts.

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