Scottsdale, Ariz.-based registered investment adviser TMD & Associates Inc. will join Focus Financial Partners Inc. partner firm One Charles Private Wealth Services LLC.
The transaction is set to close in the third quarter.
TMD provides financial planning and wealth management services to business owners, corporate executives, professional athletes and other clients. The deal is expected to help expand One Charles' reach in the southwest region.
Focus Financial Partners is a partnership of independent, fiduciary wealth management firms.