Rea & Associates is excited to announce that Investment Partners, LTD has merged with Rea & Associates, effective January 1, 2023. Rea & Associates offers services far beyond that of a traditional accounting firm, including information services, managed IT, HR consulting, retirement plan consulting, as well as valuation and transaction advisory services. Adding Investment Partners means that the firm now offers wealth management services to clients.
You may have some questions about this merger. To answer these questions, we’ve compiled a list of frequently asked questions and answers. If, after reading through this page, you still have questions, please don’t hesitate to contact your Rea or Investment Partners advisor. They are happy to answer any questions or concerns you have about the merger.
How will this affect me?
Rea and Investment Partners have had a strategic relationship for decades. This merger will elevate the experience and provide a more well-rounded suite of services available to clients of both firms. That said, you will not notice much change in your day-to-day experience with either firm.
How do I get started with Investment Partners services, if I’m interested?
If you would like to learn more about Investment Partners’ services, contact your Rea advisor. Or, reach out to Investment Partners directly:
Investment Partners:
New Philadelphia; 303.308.9707 / 800.401.5800
Dublin: 614.761.9087 / 877.401.5877
Millersburg: 330.674.5070 / 866.674.5070
Mentor: 440.266.0928
Independence: 216.573.9029
Who is Investment Partners?
For more than 25 years, Investment Partners has helped clients protect existing assets and successfully pursue financial goals. The advisors at INVP develop, implement, and monitor customized financial plans designed to help affluent individuals and families pursue their financial goals.
Investment Partners is home to 20 team members with a client-service mindset, and a company culture that is very much in line with Rea’s.
Why did the two firms merge?
With the addition of Investment Partners, Rea & Associates reaffirms its dedication to providing services that help grow and protect its clients’ financial position, including their personal wealth. Rea’s current accounting and consulting services go hand-in-hand with wealth management, and through the merger, Rea will be able to serve clients with a more coordinated team approach, alongside creating additional client service offerings.
Not only will Rea clients benefit from Investment Partners’ suite of services, but INVP clients will now have access to some of the greatest accounting and consulting professionals in the country.
Do I need to do anything?
No! There is nothing you need to do as a result of this merger other than continue to reach out to us if you have any questions or concerns. In the meantime, you can visit www.reacpa.com or www.invp.com for a wealth of content and insight, you are sure to find tips and practices to help facilitate even greater business success.