Hightower Advisors has acquired Valley Financial Group for an undisclosed amount. The transaction brings the wealth management firm’s operations under Hightower’s umbrella, expanding the acquirer’s footprint in the financial planning sector. Valley Financial Group will continue to serve its existing client base, with its team integrated into Hightower’s broader platform.
Valley Financial Group provides comprehensive financial planning advice to individuals, families, and businesses, relying on a team-based approach and a “client first” focus. Hightower Advisors, a larger wealth management firm, supports independent advisors with resources, technology, and back-office services. The acquisition aligns with Hightower’s ongoing strategy of partnering with established advisory firms that prioritize personalized service.
For Hightower, the deal adds Valley Financial Group’s client relationships and regional presence to its network. The target firm’s collaborative model fits well with Hightower’s structure, which allows acquired teams to retain operational autonomy while accessing centralized support. This arrangement is intended to preserve the continuity of advice for Valley Financial Group’s clients while giving its advisors additional tools for growth.
The financial terms were not disclosed, and no further details on the closing timeline were provided. The acquisition is expected to be completed under standard conditions, with Valley Financial Group’s operations folding into Hightower’s existing framework. For the combined entity, the focus will be on maintaining service quality during the transition and leveraging Hightower’s scale to deepen client engagement over time.