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SAX Acquires SSL and Sierra Financial Advisors
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Subscribe08 JAN 2026 / M&A UPDATES
SAX has acquired Scheidel Sullivan and Lanni CPA LLC and Sierra Financial Advisors LLC, expanding its tax, accounting, advisory, and wealth management services. The move enhances SAX's standing with 73 partners and nearly 400 team members, broadens its national wealth management foundation to approximately 20 wealth advisors and over $4.5 billion in managed assets, and strengthens its capabilities in delivering coordinated services while fostering client-oriented growth.
SAX has announced the acquisition of Scheidel Sullivan and Lanni CPA LLC, along with Sierra Financial Advisors LLC, effective January 4, expanding its integrated tax, accounting, advisory, and wealth management platform.As part of the transaction, Sierra...
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