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View More Press Releases by HUB International

Press Release

HUB International Acquires the Assets of Pennsylvania-based WhartonHill Advisors

Issued by HUB International

Sept. 20, 2019

Chicago, September 19, 2019 -- Hub International Limited (Hub), a leading global insurance brokerage, announced today that it has acquired certain assets of WhartonHill Retirement Services, LLC, Strategic Planning Resources, Inc. and Karen McCloskey (collectively doing business as WhartonHill Advisors). Terms of the transaction were not disclosed.

Located in Ft. Washington, Pennsylvania, WhartonHill Advisors is an institutional investment consulting and private wealth firm offering investment management, retirement plan expertise, investment fiduciary services, wealth management, financial and retirement services planning, and specialized executive benefit services. WhartonHill Advisors's assets under advisement, as of June 30, 2019, are in excess of $3 billion.

WhartonHill Advisors principals Andrew DeGroat, John Wenz and Karen McCloskey join Hub's growing group of retirement plan and wealth management advisors. Both Mr. DeGroat and Mr. Wenz were named to the Financial Times 401 Top Retirement Advisers in 2015, 2016 and 2017*. Ms. McCloskey is a member of the Women's Business Enterprise National Council (WBENC), a leading advocate for women business owners and entrepreneurs.

"We are extremely excited for this partnership with Hub," said Mr. DeGroat. "Hub is a great fit for us. We share the same dedication to helping our clients obtain valued financial strategies and outcomes, both to and through retirement. We are also excited about the continuing partnership with both Global Retirement Partners and LPL Financial and look forward to expanding that relationship going forward."

Hub continues to strengthen its retirement planning services with the addition of talent and resources to develop more comprehensive solutions for clients. Hub's team of retirement plan advisors provides objective guidance and support, focused on fiduciary risk management, plan optimization and helping more American workers better prepare for retirement.

"We're excited to have WhartonHill Advisors join Hub's growing group of passionate, retirement plan and private wealth advisors," said David Reich, National President, Hub Retirement and Private Wealth. "As the 'health meets wealth conversation' continues to grow in the workplace, we'll continue to expand our advisory services to offer meaningful resources to help our clients reach better outcomes."

Mr. DeGroat will join Hub Northeast, working with Mr. Reich and collaborating heavily with Paul Collins, President and CEO of Hub Northeast.

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