Wealth Enhancement Group, a Minneapolis-based wealth management firm, has expanded its platform with the acquisition of Bohmer Kilcoyne Wealth Management in Cincinnati, Ohio, boosting total client assets to over $57.3 billion. Bohmer Kilcoyne’s team of three advisors and five support staff, led by Mike Bohmer and John Kilcoyne, adds more than $677 million in client assets to WEG.
The acquisition strengthens WEG’s presence in key Midwest and East Coast markets while enhancing financial planning, wealth management, investment management, and retirement planning offerings. WEG CEO Jeff Dekko emphasized the alignment of client-first values and tailored services between the firms. Bohmer Kilcoyne looks forward to leveraging WEG’s growth programs, administrative support, and robust tools to serve more clients efficiently. Experts note this acquisition reflects a trend of younger RIA founders joining larger firms to combine capabilities and drive long-term growth, benefiting both teams and clients…