Maridea Acquires Chichester Financial Group, Expanding Phoenix Presence

BROOKLYN, N.Y.--(BUSINESS WIRE)--Maridea Wealth Management (“Maridea”) announced today the acquisition of Chichester Financial Group, LLC (“CFG”), a Phoenix-based advisory firm recognized for its focus on tax-smart financial planning and tax-aware investment strategies. Maridea established its initial presence in the Phoenix market in September 2025, and this acquisition expands the firm’s footprint in the region to two offices.

John J. Chichester, Jr., CPA, PFS, CFP^®, AIF^®, founder of CFG, will join Maridea as Senior Financial Planner. With more than 25 years of experience, Chichester has built his career around tax-smart financial planning, helping individuals, families, and business owners navigate complex tax considerations while aligning financial strategies with long-term goals. He is joined by Stephanie Bawolek, CFP^®, Dawson Gonwick, CFP^®, EA, Toni Solberg, and Jonathan Blaha, who bring deep experience supporting comprehensive, tax-efficient planning and retirement solutions.

Chichester was named among the Best Financial Planners in 2024 by Money and the Financial Planning Association, reflecting the firm’s long-standing commitment to high-quality, client-centered advice and technical excellence in financial planning.

“We are incredibly excited to welcome John and his team to Maridea,” said Mier Wang, Founder and CEO of Maridea. “They have built an outstanding business by investing in great people, fostering a strong culture, and achieving consistent growth. Their momentum and professionalism make them a natural fit for Maridea, and this partnership supports our long-term goal of continuing to expand our presence in Phoenix.”

The addition of the Chichester team strengthens Maridea’s retirement plan capabilities, including 401(k) plan design, fiduciary support, participant education, and tax-efficient retirement strategies. These services complement Maridea’s existing offerings while maintaining a personalized, high-touch client experience.

“I’m excited to join Maridea at a time of strong momentum and growth,” said Chichester. “Maridea’s high-growth trajectory, entrepreneurial culture, and long-term vision were key factors that attracted my team and me to this partnership. By coming together, we’re able to expand the tax-smart planning and retirement solutions we provide while continuing to deliver exceptional service to clients.”

About Maridea

Maridea is an SEC-registered investment advisor providing integrated financial, investment, tax, and business-advisory services to individuals, families, and business owners nationwide. With seven offices and more than 40 professionals managing approximately $1 billion in assets, Maridea delivers a comprehensive wealth-management experience built around long-term relationships, thoughtful planning, and high-touch service.

To learn more, please visit marideawealth.com.