SCOTTSDALE, Ariz. – December 16, 2021 – ALKEME, one of the nation’s top retail insurance platforms, announced the acquisition of Exeter Financial, a Scottsdale, Arizona-based wealth management firm that specializes in private wealth management, investment management, estate & trust planning, tax planning and philanthropic planning.
The acquisition enables ALKEME to work side by side with their high-net-worth clients to create a personalized financial plan that puts their clients in control of their financial future. Exeter’s unique processes and planning methodologies has made it a leading wealth management firm in the United States, providing all of their clients with a high-level of personal service.
“Exeter Financial brings a whole new dimension to ALKEME and our ability to provide our current and future customers an integrated offering of Insurance and Financial Services” said Curtis Barton, CEO of ALKEME. “We are excited to have them on board and are looking forward to our expanded offering of industry-leading solutions across the United States.”
“We are very excited to be joining ALKEME and look forward to continued growth with the power of the ALKEME platform behind us,” said Steve Harrison, Co-Managing Partner of Exeter Financial. “The national tools and resources available to us as an ALKEME partner will equip us to better serve our clients while upholding our excellence in service that we provide each and every client.”