Maridea Wealth Management Acquires Ashford Investment Advisors, Establishing First Florida Practice

▤ Summary

Maridea Wealth Management acquired Ashford Investment Advisors, adding a Daytona Beach-based wealth management practice to its national platform. The deal brings about $180 million in client assets and establishes Maridea’s first Florida practice. Ashford’s advisor team will stay in place and gain access to Maridea’s tax services, investment research, and planning infrastructure. The move reinforces Maridea’s strategy of partnering with independent advisors and expanding its footprint through acquisitions.

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