Hines & Warner Wealth Management (Hines Warner), a registered investment adviser located in Portland, Oregon, is to join Focus Financial Partners partner firm Vista Wealth Management Group (Vista).
Vista is headquartered in Palo Alto, California with offices in San Francisco, Pleasanton, Santa Monica and Scottsdale. This transaction is expected to close in the third quarter of 2019, subject to customary closing conditions.
Founded by Earl Hines and Greg Warner in 2007, Hines Warner provides comprehensive financial planning and investment management services to high net worth families and individuals nationwide. Messrs. Hines and Warner collectively bring decades of experience to Vista and will be able to utilise the additional resources and operational capacity at Vista to further enhance their clients’ experience. The combination of the two firms also promotes continuity of service for Hines Warner and their clients as they join a like-minded organisation in Vista. Through the addition of Hines Warner, Vista will benefit from the deep wealth management expertise that Messrs. Hines and Warner bring to the combined organisation, and from expanding Vista’s presence to the Portland area.
“We are thrilled to join Vista and Focus, and we look forward to working together. We believe this is a great opportunity not only for our firm, but also for our clients, and we will continue to provide them with the same great service they have come to expect, now with the additional resources made available by Vista and Focus,” says Earl Hines, Co-Founder, President and CEO of Hines Warner.
“Earl and Greg have built a great business and we are excited to have the opportunity to partner with them. Our two firms align very well and we believe that this combination will allow us all to grow the combined business successfully as we move forward,” sasaysid Michael Spector, CEO of Vista.
“We are thrilled to help facilitate Vista’s first acquisition since joining Focus in 2018,” says Rudy Adolf, Founder, CEO and Chairman of Focus. “Hines Warner allows Vista to expand its business on the West Coast by giving it a presence in Portland. In turn, the combination with Vista will help Hines Warner enhance the services it provides to its clients while also promoting the continuity of its business. This transaction again demonstrates the network benefits that Focus offers its partner firms, while also increasing the scale of our business in the high net worth sector.”