Maridea Wealth Management has acquired Pultro Financial Management (PFM), a New Britain, Pennsylvania-based independent wealth management practice serving the Philadelphia area. PFM is recognized for a behavioral finance approach to retirement planning, investment management, insurance planning, and college savings, and brings approximately $217 million in client assets to Maridea's platform. The acquisition marks Maridea's first practice in Pennsylvania.

Exbo Group's Transaction Services team completed a proof of cash on the transaction, verifying cash balances as part of the financial diligence that preceded the acquisition's close.

Mier Wang, Founder and CEO of Maridea, said, "Michael and Brian have built something rare — a practice with real staying power, built on four decades of trust and a team that clients genuinely want to keep working with. The quality of the business speaks for itself, but it's the caliber of the people that made this partnership obvious. We're proud to welcome them as our first team in Pennsylvania, and we're looking forward to supporting their continued growth."