Morris Financial Concepts Joins Apella Wealth

Expanding Southeast Presence and Adding Approximately $544 Million in AUM

WEST HARTFORD, Conn.--(BUSINESS WIRE)--Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families and businesses, announced today that Morris Financial Concepts, Inc. (“Morris”), a registered investment adviser (“RIA”) headquartered in Mount Pleasant, S.C., has joined the firm. This acquisition strengthens Apella’s regional footprint and adds depth to its planning capabilities through an experienced team of financial professionals.

Founded in 1983, Morris provides comprehensive wealth management services to individuals and families. Through a holistic, personalized approach, the firm helps clients align their finances with their goals, offering guidance across financial planning, investment management, retirement planning, tax strategy and legacy planning. Founder Kyra Hollowell Morris and Chief Compliance Officer James “Tucker” Morris will join Apella alongside the entire Morris team.

“Morris has built a strong reputation for thoughtful, client-centered advice,” said Jim Scanlan, CEO of Apella. “Kyra and her team share our commitment to helping clients navigate important financial decisions with confidence. We’re pleased to welcome Morris to Apella as we continue to grow our presence in the Southeast.”

“We spent more than a year thoughtfully searching for a firm that shared our fiduciary, planning-first approach and would allow us to continue serving clients the way we have for more than four decades,” said Kyra. “With Apella, we gain the benefit of greater resources and support while maintaining our voice and the ability to contribute to the firm’s continued evolution. We believe this partnership brings together the strengths of both firms to create something even greater for our clients and our team.”

This marks Apella’s 28^th acquisition overall and 17^th with Wealth Partners Capital Group (“WPCG”), a financial services holding company that invested in Apella in September 2021.

“Mount Pleasant is a market where deep local relationships matter, and Morris has spent four decades building them,” said Madison Snider, Director at WPCG. “This transaction gives Apella a meaningful foothold in coastal South Carolina with a trusted local team whose culture and philosophy closely mirror those of Apella.”

The deal closed on September 11, 2026. As of closing, Apella has approximately $12 billion in assets under management.

About Apella Wealth

Apella Wealth (“Apella”), founded in 2014, is a national RIA built around a select community of like-minded advisors who believe in evidence-based investing and detailed financial planning. Headquartered in West Hartford, CT, Apella offers a wide range of financial advisory services across multiple locations, spanning both coasts and serving thousands of individual and institutional investors. The firm’s financial advisors are dedicated to building lifelong client relationships and providing “Advice for Life.” For more information about Apella, please visit www.apellawealth.com.

About Wealth Partners

Wealth Partners Capital Group (“WPCG”) is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG supports its partners’ growth by providing capital, organic growth opportunities and strategic M&A expertise, identifying and evaluating wealth advisory practices for its partners to acquire and integrate. For more information, please visit www.wealthpcg.com.

Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered or excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. The information here is provided for general information purposes only and should not be considered a recommendation or personalized investment advice.