NFP, an Aon company and leading property and casualty broker and benefits consultant, has announced the acquisition of Total Benefits Advisors, a Cleveland, Ohio-based advisory firm specializing in retirement services and employee benefits solutions for business owners alongside wealth management services for high-net-worth individuals. Founded in 2009, Total Benefits Advisors has built a strong regional reputation by prioritizing direct, trusted relationships to help employers and individuals coordinate their corporate benefits and personal financial goals under a unified framework. As part of the strategic transaction, Mark Breen, advisor and owner of Total Benefits Advisors, will join NFP as vice president, reporting directly to Steve Jans, NFP’s national wealth management practice leader. The acquisition allows the Cleveland-based firm to scale its client offerings via NFP’s extensive national platform and specialized resources, while significantly strengthening NFP’s regional capacity to deliver integrated, customized wealth and benefit programs across the greater Northeast Ohio market.
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Highlighting the long-term value generated by combining these operational strengths, Steve Jans, Wealth Management National Practice Leader at NFP, stated: “We’re excited to welcome Mark and the Total Benefits Advisors team to NFP as we grow our presence in the greater Cleveland market. Total Benefits Advisors has built a strong reputation for delivering integrated benefits and wealth management solutions. By combining their local expertise with NFP’s resources, we’re well positioned to deliver even greater value to clients in the region.” Underscoring the shared corporate alignment and enhanced capabilities unlocked for existing regional accounts, Mark Breen concluded: “We’re thrilled to join NFP and a team that shares our client-first mindset and commitment to personalized service. Our cultures are strongly aligned, and this combination allows us to maintain the relationships our clients value while enhancing what we can deliver, backed by NFP’s national platform, specialized expertise and expanded resources.”
