DeVoe & Company was a consultant to Krasney Financial and Signet Management USA to help the two firms evaluate and move forward with a merger in December, DeVoe announced.
The new firm, now known as Krasney Financial, manages a combined $520 million in assets and offers wealth management services that include investment, tax, retirement and estate planning for clients.
The merger was the fourth successfully executed transaction that DeVoe & Company provided guidance on last year. DeVoe offers valuation, consulting and investment banking services for the financial services industry.