Wealth Enhancement, a leading independent wealth management firm focused on helping clients achieve financial success, has announced its acquisition of Wealth Advocates, a hybrid registered investment advisor based in Logan, Utah. Wealth Advocates manages more than $476 million in client assets and is led by John Mickelson, a seasoned wealth manager.

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Jeff Dekko, Chief Executive Officer of Wealth Enhancement, said that Wealth Advocates reflects the holistic planning philosophy central to Wealth Enhancement’s Roundtable approach. He added that the acquisition strengthens the firm’s presence in Utah, a high-growth market, and allows the combined teams to serve more families in achieving their long-term financial goals.

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Founded in 2017, Wealth Advocates has focused on helping clients plan, protect, and grow their wealth by integrating investment, tax, estate, insurance, and income planning into one cohesive strategy. The firm works closely with business owners, retirees, and employees or former employees of organizations such as the State of Utah, Intermountain Healthcare, Northrop Grumman, and Utah State University.

John Mickelson, Wealth Manager at Wealth Advocates, said that joining Wealth Enhancement will allow the team to leverage established systems and processes, enabling clients to optimize their financial lives with greater clarity and confidence. He expressed enthusiasm about the new opportunities this partnership would bring for both clients and advisors.

Jim Cahn, Chief Strategy Officer at Wealth Enhancement, emphasized that the collaboration will combine the strengths of both teams, expand the firm’s network of skilled advisors, and enhance service offerings for clients. He highlighted the long-term potential of the partnership and the shared commitment to helping clients achieve their financial objectives through comprehensive planning and expert guidance.

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