When an advisory firm is acquired, the clients are often the last to feel the full weight of the change—and the first to wonder whether the relationship still fits. Brickley Wealth Management is structured differently: employee-owned since 1999, rooted in CPA practice since 1985, and operating under a formalized succession plan built for the long term.

Your Advisory Firm Changed Hands. Should You?

Firm Letters

Please see important disclosures at the end of this post.

If your investment firm was acquired—or if you’re sensing that things feel different—you’re not alone. Acquisitions are good for sellers. For clients, the experience can be different—especially when the advisors who built relationships with you have moved on to the next chapter of their own. We understand that feeling, and we’ve structured our firm around long-term stability.

Our investment practice has been employee-owned since 1999. No outside investors. No private equity. No acquisition offers we’re entertaining. Our ownership stays exactly where it belongs: with the people who serve you every day.

The integration is designed to be comprehensive - combining tax planning and investment advisory under one roof. Our CPA firm was founded in 1985, giving our clients an integrated combination of genuine tax planning expertise alongside investment advisory—not two separate firms loosely coordinating, but one integrated team that sees your full financial picture.

We formalized our internal succession plan in 2018. The next generation of advisors and CPAs was identified, developed, and invested in—so the team you meet today is the team we’ve built for the long term. Our internal succession plan is designed with continuity in mind. If you’ve been through a merger, a rebranding, or another ownership change and you’re wondering whether it’s time to find a firm that puts continuity first—we’d like to have that conversation.

Our Firm History

Since 1985: CPA firm roots—tax & planning expertise
Since 1999: Employee-owned investment practice
Since 2018: Succession plan active—continuity is built in

Let’s talk

Thinking about making a change? We’re happy to have a no-pressure conversation about what a transition would look like and whether we’re the right fit for you.

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Brickley Wealth Management is a Registered Investment Adviser*. Advisory services are offered only to clients or prospective clients where Brickley Wealth Management and its representatives are properly licensed or exempt from licensure.

The information provided is for informational purposes only and is not intended as investment, tax, or legal advice. The content is based on sources believed to be reliable, and reasonable due diligence is conducted; however, accuracy and completeness cannot be guaranteed and information is subject to change without notice. Past performance is no guarantee of future returns. Investing involves risk, including possible loss of principal.

Readers should carefully consider their own investment objectives, financial situation, and risk tolerance before making any investment decision, and should not rely solely on any communication, chart, or illustration as the basis for action. No investment or tax advice is provided unless a client service agreement is in place with Brickley Wealth Management or Brickley & Company.

Brickley Wealth Management does not provide legal advice. Please consult your investment, tax, or legal professional regarding your individual circumstances. For additional information about our firm, our services, and our advisers, please refer to our latest Form ADV, Part 2 Brochures, and Client Relationship Summary. Our Privacy Notice is also available for review.

*Please note that the term "registered investment adviser" and description of our firm and/or our associates as "registered" does not imply a certain level of skill or training.

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