Milwaukee-based Anew Advisors announced that it has acquired Okauchee-based wealth management firm Zilli Financial.
With clients across the country, Zilli Financial specializes in providing retirement plans for police officers and firefighters, according to a press release. Anew Advisors also provides retirement services for first responders.
The acquisition will create a robust organization that serves first responders throughout the country, Anew Advisors co-founder Glen Colwell said in a statement.
“This merger joins two firms that represent best in class implementation and education supporting first responder’s retirement,” Zilli Financial president Anthony Zilli said in a statement.
