Alera Group has acquired Seattle-based Muench Financial. Terms of the transaction were not disclosed.
Muench Financial works with small and medium-sized businesses throughout the Northwest. Its service offerings included the evaluation of retirement plan features, plan participant education, monitoring and evaluating plan investments, and implementing effective retirement programs.
“We are excited to join Alera Group, and we look forward to continued growth with the power of national resources behind us,” said Jon Muench, president of Muench Financial. “Our goal, as always, is to serve our clients with excellence, and as an Alera Group company, we will be even better equipped to do that.”
“Jon Muench and his team bring an exciting new element to Alera Group’s wealth-management practice,” said Alan Levitz, CEO of Alera Group. “We are proud to have them as part of Alera Group working with Jeff Albers, director of retirement plan and wealth management. Their expertise will continue to provide clients in the Northwest with industry-leading solutions.”
Muench Financial joins Alera Group through Wilson Albers. The Muench Financial team will operate out of Alera Group’s Seattle office.
