23 SEP 2024 / M&A UPDATES

REDW Expands Arizona Footprint with Hatcher Financial Acquisition

- MYCPE ONE Insights Team

Summary

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REDW Advisors & CPAs has acquired Phoenix-based Hatcher Financial, significantly increasing their tax and wealth management capabilities in Arizona and bolstering their national presence. The acquisition expands REDW's full-service advisory model and comes as part of a series of growth-focused moves by the firm, further expanding their client base and enhancing their offerings in tax, accounting, and wealth management.

REDW Advisors & CPAs has announced the acquisition of Phoenix-based Hatcher Financial, a move that significantly enhances the firm’s tax and wealth management capabilities in Arizona and further solidifies its growing national presence. With the addition of Hatcher Financial’s team and clients, REDW’s Phoenix office now includes 114 professionals, contributing to a total workforce of nearly 350 team members across national and international operations.

As part of the acquisition, Hatcher Financial’s services will be integrated into REDW Wealth LLC, an SEC-registered investment advisory subsidiary with more than $1 billion in assets under management. Hatcher Financial brings to the table a client base of 400 and a track record of delivering tax-optimized, multi-disciplinary financial strategies for both individuals and businesses.

“This acquisition reflects a strategic evolution in how we serve our clients,” said Kerry Prine, Chief Operating Officer at REDW Advisors & CPAs. “Our firm has shifted to a full-service advisory model, investing in talent, technology, and partnerships that allow us to meet client needs with a more holistic approach.”

The Hatcher team, founded in 2015 by Douglas M. Hatcher, CPA, CFP®, brings over 100 years of combined financial services and tax expertise. Known for their disciplined and integrated approach to wealth management and tax planning, the team will continue to deliver tailored solutions through REDW’s broader advisory platform. Hatcher emphasized the firm’s long-standing commitment to identifying financial risks and opportunities, noting that the partnership with REDW will expand their ability to serve clients with innovation and efficiency.

REDW Managing Principal Steve Cogan highlighted the importance of strategic market expansion. “Our goal is to be indispensable partners for our clients—leveraging technology, insight, and specialized services to drive both personal and business growth.”

The acquisition of Hatcher Financial follows a series of growth-oriented moves by REDW, including the opening of its Pacific Northwest office through its acquisition of Oregon-based Grove, Mueller & Swank, P.C. in late 2023 and the earlier addition of Edwards, Largay, Mihaylo & Co. in Phoenix in 2022.

This latest acquisition positions REDW to continue delivering comprehensive solutions across tax, accounting, and wealth management while deepening its advisory capabilities for a diverse client base in Arizona and beyond.

Until next time…

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REDW Expands Arizona Footprint with Hatcher Financial Acquisition

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