News Summary

Succession Resource Group has facilitated a significant merger between Heritage Wealth Advisors and AGP Wealth Advisors, forming a powerful entity managing over $8 billion in assets across the United States. The merger aims to enhance tax strategy, estate planning, and multigenerational services. Led by Erin Scannell and Mark Traut from Heritage, and Griffin Meyers and Randy Linde from AGP, the combined firm will offer a comprehensive suite of financial services with an expanded team of 35 financial advisors and 86 support staff across 21 offices. The merger, completed by October 2025, reflects the firms’ commitment to providing strategic guidance and deepening their expertise to better serve families and businesses.