The profile is currenly unclaimed by the seller. All information is provided by CB Insights.

Stage

Acquired | Acquired

About Magis Wealth Planning

Magis Wealth Planning is an Ohio based financial advisory firm.

Magis Wealth Planning Headquarter Location

Cleveland, Ohio,

United States

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Latest Magis Wealth Planning News

Johnson Investment Counsel Acquires Cleveland Based Magis Wealth Planning

Aug 16, 2017

Wealth management firm continues expansion with five offices across Ohio News provided by 15:00 ET Share this article CINCINNATI, Aug. 16, 2017 /PRNewswire/ -- Johnson Investment Counsel announced today it has acquired Magis Wealth Planning, a Cleveland-based firm offering wealth planning services, tax planning, and investment counsel. The acquisition continues the firm's strategy of expanding throughout Ohio to better serve its growing client base. "This represents a significant milestone for our company," said Jason Jackman, President, Johnson Investment Counsel. "Expanding into the Cleveland market gives us a significant presence across Ohio and a solid base to serve clients across the country. We are excited to build on the great firm Tony and Joe have established." Magis founders Tony Kure and Joe Radigan are now employees of Johnson Investment Counsel and will continue to serve clients out of the firm's Brecksville office. Magis is a great fit for Johnson because the firms share a passion for personal, professional and dedicated client service. "We are excited to join one of the preeminent independent fee-only firms in the country. Our principles are aligned around a commitment to the highest level of integrity and service, and we believe that our clients will benefit from the added depth and breadth of resources," said Tony Kure. Johnson Investment Counsel was built on a vision of improving the quality of people's lives, which remains its guiding principle today, more than 50 years later. The company was ranked 1st in Ohio according to the "2017 Largest Fee Only RIAs" survey published by InvestmentNews.com.1 The firm was also ranked 12th on Barron's list of the top independent wealth advisory firms in the country in 2016.2 About Johnson Investment Counsel Headquartered in Cincinnati with offices across Ohio, Johnson Investment Counsel serves clients in 46 states. The firm manages more than $9 billion in assets. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Institutional Management, the firm serves individuals, corporations, retirement plans, foundations, and endowments. Johnson Investment Counsel is a 100 percent employee-owned company with 32 shareholders among 114 employees. Its professionals are dedicated to developing genuine relationships with clients and delivering exceptional service. Johnson Investment Counsel is committed to remaining an independent firm acting in the best interest of clients and employees. Johnson Investment Counsel has five offices across Ohio with two in Cincinnati, and one in each city Cleveland, Columbus, and Dayton. For more information on locations and services, visit  http://johnsoninv.com View original content: http://www.prnewswire.com/news-releases/johnson-investment-counsel-acquires-cleveland-based-magis-wealth-planning-300505438.html

  • Where is Magis Wealth Planning's headquarters?

    Magis Wealth Planning's headquarters is located at Cleveland.

  • What is Magis Wealth Planning's latest funding round?

    Magis Wealth Planning's latest funding round is Acquired.

  • Who are the investors of Magis Wealth Planning?

    Investors of Magis Wealth Planning include Johnson Investment Counsel.

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