Employee Benefits
Alera Group Acquires Muench Financial, Inc.
January 23, 2020
Alera Group, a national employee benefits, property and casualty, retirement services and wealth management firm, today announced that it has acquired Muench Financial, Inc., effective December 31, 2019.
Muench Financial, located in Seattle, Washington, works with small and medium-sized businesses throughout the Northwest. The firm works with clients in a variety of capacities, with service offerings including evaluating retirement plan features, plan participant education, monitoring and evaluating plan investments, and implementing effective retirement programs.
“Jon Muench and his team bring an exciting new element to Alera Group’s wealth management practice,” said Alan Levitz, CEO of Alera Group. “We are proud to have them as part of Alera Group working with Jeff Albers, Director of Retirement Plan and Wealth Management. Their expertise will help us continue to provide clients in the Northwest with industry-leading solutions.”
“We are excited to join Alera Group, and we look forward to continued growth with the power of national resources behind us,” said Jon Muench, President of Muench Financial. “Our goal, as always, is to serve our clients with excellence, and as an Alera Group company, we will be even better equipped to do that.”
Muench Financial, Inc., joins Alera Group through Wilson Albers. The Muench Financial team will operate out of Alera Group’s Seattle office. Terms of the transaction were not disclosed.
Alera Group was formed in early 2017 and is one of the nation’s foremost independent insurance agencies. For more information on partnering with Alera Group, visit Partner With Us at www.aleragroup.com.
###
About Alera Group
Based in Deerfield, IL, Alera Group’s over 1,800 employees serve thousands of clients nationally in employee benefits, property and casualty, retirement services and wealth management. Alera Group is the 15th largest privately held firm in the country. For more information, visit www.aleragroup.com or follow Alera Group on Twitter: @AleraGroupUS.
M&A Contact
Rob Lieblein, Chief Development Officer
Email: rob.lieblein@aleragroup.com
Phone: 717-329-2451
Media Contact
Jessica Tiller, Weiss PR
Email: jtiller@weisspr.com
Phone: 443-621-7690