The Retirement Planning Group (TRPG) Closes Acquisition of First Financial Advisors, Inc.
Michimich.com/10307156

SAN DIEGO, Aug. 20, 2025 ~ Cetera, a leading financial services company, has announced the successful acquisition of First Financial Advisors, Inc. and A.G. Tidswell C.P.A., P.C., collectively known as "First Financial". The acquisition was made by Cetera's employee-based registered investment advisor (RIA), The Retirement Planning Group (TRPG). This move brings in over $300 million in assets to both Cetera and TRPG.

First Financial is a dual wealth management and tax-planning firm that provides a wide range of services to approximately 675 households across the United States, including high-net-worth clients. With this acquisition, three experienced advisors from First Financial have joined TRPG - Anthony Tidswell, Eric Lans, and James Mikesell. The firm is based in Muskegon, Michigan.

According to Kevin Conard, CEO at TRPG, independent financial advisors who prioritize their clients' needs and want to focus on client relationships rather than running a business are finding a home at TRPG. He also added that the team at First Financial brings a strong combination of wealth management expertise and tax-planning knowledge along with a commitment to serving clients across all levels of wealth. Conard warmly welcomed the new additions to TRPG and expressed confidence in their long-term success.

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Anthony Tidswell from First Financial also shared his excitement about joining forces with TRPG. He stated that both firms share similar values, service offerings, and a client-first mindset. Tidswell believes that this partnership will benefit their clients greatly and is pleased to have an established succession plan in place for the future.

This acquisition is part of TRPG's strategy for growth through acquisitions. In the first quarter of 2025 alone, they closed three acquisitions totaling approximately $180 million in assets. To learn more about TRPG and Cetera's services, interested individuals can visit their websites.

Overall, this acquisition is a significant milestone for both Cetera and TRPG, as it brings in a substantial amount of assets and adds experienced advisors to their team. With this move, they are well-positioned for continued growth and success in the financial services industry.

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