Stratos Expands Midwest Presence Through Partnership with RPI Financial Life Planners
Stratos Wealth Enterprises has entered a strategic partnership with RPI Financial Life Planners, expanding its presence in the Midwest and adding approximately $400 million in assets. The acquisition is part of Stratos' ongoing growth strategy following SEI's investment in 2025. RPI will continue to operate under its own name while gaining access to Stratos’ resources and infrastructure. RPI, based in Naperville, Illinois, has been providing holistic financial planning services for over four decades with a focus on client relationships and life goals. The partnership was chosen after an extensive multi-year search due to shared values between the two firms regarding integrity and long-term client service. Stratos CEO Jeff Concepcion praised RPI's commitment to relationship-based advice. This marks Stratos' 12th partnership since SEI’s investment, reinforcing its strategy of supporting advisory teams that prioritize planning-led wealth management and strong client relationships.
Topics: Financial Planning M&A Wealth Management