Business
The Retirement Planning Group (TRPG) Closes Acquisition of First Financial Advisors, Inc.
Cetera announced today that its employee-based RIA, The Retirement Planning Group (TRPG), successfully closed an acquisition of First Financial Advisors, Inc. and A.G. Tidswell C.P.A., P.C. (collectively, "First Financial"). The acquisition brings more than $300 million* to Cetera and TRPG. A dual wealth management and tax-planning firm, First Financial delivers wide-ranging services to approximately 675 households across the U.S., including many high-net-worth clients.
About this update from First Financial Corporation
[{"type":"text","content":"Deal brings more than $300 million to Cetera and expands TRPG's footprint into Michigan","length":91,"tagName":"p","attribs":{}},{"type":"text","content":"SAN DIEGO, Aug. 20, 2025 /PRNewswire/ -- Cetera announced today that its employee-based RIA, The Retirement Planning Group (TRPG), successfully closed an acquisition of First Financial Advisors, Inc. and A.G. Tidswell C.P.A., P.C. (collectively, "First Financial"). The acquisition brings more than $300 million* to Cetera and TRPG. A dual wealth management and tax-planning firm, First Financial delivers wide-ranging services to approximately 675 households across the U.S., including many high-net-worth clients.","length":525,"tagName":"p"},{"type":"image","alt":"Anthony Tidswell, James Mikesell and Eric Lans of First Financial","displaySize":"","headline":null,"caption":"Anthony Tidswell, James Mikesell and Eric Lans of First Financial","className":"","disableSlideshowImg":false,"size":{"original":{"width":400,"height":269,"url":"https://media.zenfs.com/en/prnewswire.com/cf98187dc41cbc50fadfabd09652141d"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/vB37NXZR21uUBuEbqsEs5w--/YXBwaWQ9aGlnaGxhbmRlcjt3PTcwNTtoPTQ3NDtjZj13ZWJw/https://media.zenfs.com/en/prnewswire.com/cf98187dc41cbc50fadfabd09652141d","width":400,"height":269}},"href":"https://mma.prnewswire.com/media/2753885/First_Financial_Advisors.html","hrefExternal":true,"rel":"nofollow"},{"type":"text","content":"Through the acquisition, three advisors have joined TRPG: Anthony Tidswell, Eric Lans and James Mikesell. First Financial is based in Muskegon, Mich.","length":149,"tagName":"p"},{"type":"text","content":""Independent, client-centric financial advisors seeking to spend more time with their clients and less time running their business continue to find a home at TRPG," said Kevin Conard, CEO at TRPG. "The First Financial team has a powerful combination of established wealth management capabilities and tax-planning expertise, as well as a strong commitment to serving clients across the wealth spectrum. We welcome Anthony, Eric and James to TRPG, where their team and clients are well positioned for long-term success."","length":544,"tagName":"p"},{"type":"text","content":""TRPG shares our values, service offerings and financial planning-first mindset, and we are pleased ...