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Simplicity Group Holdings
Simplicity Group Acquires Whitney and Associates, Expanding Presence in Des Moines as it Welcomes Mitch Whitney and Charles Johnson as the Group’s Newest Partners
September 10, 2026
Simplicity Acquires Wright Wealth Group, Expanding Estate and Protection Planning Business and Welcomes Eric Wright as its Newest Partner
August 25, 2026
Simplicity Acquires Mobile Bay Financial to Expand Holistic Financial Planning and Wealth Management Footprint and Welcomes John McNeil and Virginia O’Brien as New Partners
August 4, 2026
Simplicity Acquires Mid-Atlantic Wealth Advisory Group and Welcomes Dennis Maguire and Robert Sayre to the Partnership
August 3, 2026