{"id":822852,"date":"2026-08-23T06:02:19","date_gmt":"2026-08-23T06:02:19","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/822852\/"},"modified":"2026-08-23T06:02:19","modified_gmt":"2026-08-23T06:02:19","slug":"sax-wealth-advisors-adds-florida-wealth-manager-lighthouse-financial","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/822852\/","title":{"rendered":"Sax Wealth Advisors adds Florida wealth manager Lighthouse Financial"},"content":{"rendered":"

Sax Wealth Advisors, the wealth management arm of Top 100 Firm Sax Advisory Group, has acquired Florida-based wealth management firm Lighthouse Financial.<\/p>\n

Processing Content<\/p>\n

The deal, which closed at the end of June, gives Sax Wealth Advisors a second Florida office, and adds $350 million in assets under management.<\/p>\n

Sax Wealth Advisors ranked No. 14 on Accounting Today’s 2026 list of the Top Firms by AUM<\/a>, with $5,715,000,000 in assets under management. The firm has made seven acquisitions this year, adding close to $860 million in AUM, as well as 10 team members.<\/p>\n

As part of the deal, Lighthouse principal and wealth advisor Martin Parlato of Ponte Vedra, Florida, will be joining Sax Wealth Advisors.<\/p>\n

\"Kyle <\/p>\n

Kyle Stawicki <\/p>\n

“Martin brings decades of experience and deeply rooted client relationships to our platform to strengthen our overall team,” said Kyle Stawicki, managing partner of Sax Wealth Advisors, in a statement. “His expertise, paired with our integrated approach to wealth management, allows us to further extend the same client-first philosophy that defines Sax Wealth Advisors, and we look forward to a smooth transition for him and his clients.”<\/p>\n

Sax Wealth Advisors plans to continue growing through acquisition in the future. Its parent firm has also been on a bit of an M&A tear since it received a minority investment<\/a>\u00a0from private equity firm Cobepa\u00a0in July of last year. It has made more than half a dozen acquisitions this year, including SFS Financial <\/a>earlier in August.<\/p>\n","protected":false},"excerpt":{"rendered":"Sax Wealth Advisors, the wealth management arm of Top 100 Firm Sax Advisory Group, has acquired Florida-based wealth…\n","protected":false},"author":2,"featured_media":822853,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,3476,147,530,29787,3643],"class_list":["post-822852","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-ma","tag-personal-finance","tag-personalfinance","tag-practice-management","tag-wealth-management"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/822852","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=822852"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/822852\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/822853"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=822852"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=822852"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=822852"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}