Houlihan Lokey Advises Team From TFB Advisors

Houlihan Lokey is pleased to announce that its client, an Advisor Team from TFB Advisors based in Overland Park, Kansas, has been acquired by Wealth Enhancement, a national independent wealth management firm. The Advisor Team manages approximately $1.2 billion in client assets and is led by Josh Selzer, Tim Gaigals, and Dan Dolan. This partnership marks Wealth Enhancement’s first office location in Kansas and further expands its national footprint.

The Advisor Team will bring its expertise in dual holistic wealth management and retirement plan services, including financial planning, investment management, estate preservation, retirement plan design, and participant education, to Wealth Enhancement. The team has deep experience serving high-net-worth individuals, business owners, hospital systems, and dental practices. Going forward, the group will operate as The Archer Team at Wealth Enhancement.

“We are thrilled to welcome this outstanding team,” said Jeff Dekko, Chief Executive Officer of Wealth Enhancement. “Their leadership brings decades of experience and a strong fiduciary focus. Partnering with them allows us to support their continued growth while enabling them to offer enhanced services that help clients achieve their financial goals.”

“Joining Wealth Enhancement allows us to elevate the level of service we provide to our clients by offering a truly comprehensive suite of solutions—from sophisticated tax strategies and estate planning to diversified investment options that leverage national resources,” said Mr. Selzer. “We are excited to align with a firm that shares our unwavering commitment to putting clients’ interests first.”

This acquisition brings Wealth Enhancement’s total assets to more than $143.8 billion.

Houlihan Lokey acted as exclusive financial advisor to the Advisor Team.

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