Maridea Wealth Managementrecently acquired Chichester Financial Group, LLC, a Phoenix-based advisory firm known for its tax-smart financial planning and tax-aware investment strategies. The acquisition expands Maridea’s footprint in the Phoenix market to two offices, following its initial entry into the region in September 2025. Exbo Group completed the proof of cash and tax due diligence for this deal.

The acquisition strengthens Maridea’s retirement plan capabilities, including 401(k) plan design, fiduciary support, participant education, and tax-efficient retirement strategies—offerings that complement the firm’s broader platform of financial planning, investment management, tax services, and business advisory. Maridea is an SEC-registered investment advisor with seven offices and more than 40 professionals, managing approximately $1 billion in assets.

Mier Wang, Founder & CEO of Maridea Wealth Management, said, “we are incredibly excited to welcome John and his team to Maridea. They have built an outstanding business by investing ingreat people, fostering a strong culture, and achieving consistent growth. Their momentum and professionalism make them a natural fit for Maridea, and this partnership supports our long-term goal of continuing to expand ourpresence in Phoenix.”