Registered investment advisor firm Choreo has acquired the assets of Wilmette, Ill-based Resource Financial Group.
Resource Financial Group oversees approximately $700 million in client assets. The firm, founded in 1996, provides wealth management services, including financial planning, retirement planning, and insurance solutions to high-net-worth clients, including business owners and families.
The eight-person team is led by wealth managers Peter Maris and Brian Pugal. The team is also supported by a six-person client service team led by Alexandra Moise.
“Our clients value our relationship-based client service model backed by data and plan coordination,” Maris said. “With Choreo, we’ll have more resources and consistency behind our processes, which means a smoother experience for them.”
Resource Financial Group marks Choreo’s third acquisition of 2026, a company spokesperson confirmed to Connect Money.
Earlier this year, Choreo added Irvine, CA-based Insight Wealth Strategies, which manages about $110 million in total client assets, and Northeast Financial Group and Herbein Financial Group, which brought in over $2 billion in assets.
Chicago-based Choreo manages about $28.6 billion in assets under management and advisement as of Dec. 31, across 40 offices.
Pictured: Resource Financial Group
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