Qualified Plan Advisors of Overland Park Acquires Ascende Wealth Advisers | O'Keeffe and O'Malley

Qualified Plan Advisors of Overland Park Acquires Ascende Wealth Advisers

Jan 04, 2018

Qualified Plan Advisors (QPA) continues to make significant moves to advance its aggressive growth agenda. QPA announces that it has entered into a strategic partnership with the retirement plan practice of Ascende Wealth Advisers Inc. of Houston, a Division of EPIC Insurance Brokers and Consultants. Under this agreement, Qualified Plan Advisors is assuming servicing responsibilities for Ascende Wealth Advisers retirement clients and hiring its retirement practice employees. The agreement effective on January 1, 2018 will add approximately $4 billion in assets under advisement to QPA, as well as a West Coast presence in northern California.