Daybright Financial Acquires EZTPA, LLC

Acquisition expands Daybright’s private sector retirement capabilities in the Mid-Atlantic

Daybright Financial announced the acquisition of EZTPA, LLC, a retirement plan consulting and third-party administration firm serving employers and financial advisors. The transaction marks Daybright’s 67th acquisition since its founding in 2008 and its third acquisition of 2026.

Daybright Financial Acquires EZTPA, LLC

Founded in 2016, EZTPA provides retirement plan design, administration and compliance support, including services for 401(k), profit-sharing, cash balance, defined benefit and Solo 401(k) plans.

EZTPA will join Daybright’s Private Sector Retirement Solutions segment, adding retirement plan administration, consulting and compliance expertise in Philadelphia and the broader Mid-Atlantic region.

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“Daybright shares our commitment to personal service, practical guidance and strong client and advisor relationships. Joining Daybright gives our team access to broader retirement expertise and resources while allowing us to build on the service model that has made EZTPA successful,” said Adam Hunt, Managing Partner of EZTPA.

Adam Hunt and Wendy Hunt will continue to lead EZTPA as Managing Partners, and clients and advisor partners will continue working with the same team.

“We are excited to welcome Adam, Wendy and the entire EZTPA team to Daybright,” said Megan Schneider, Chief Executive Officer of Daybright Financial. “EZTPA brings deep technical expertise and a personalized service model that complements our Private Sector Retirement Solutions business. Together, we can expand the retirement resources available to the employers and financial advisors we serve.”

The acquisition advances Daybright’s mission to simplify both health and financial wellness to enable better choices for all, today and tomorrow. It also creates opportunities for EZTPA clients and advisor partners to access additional Daybright retirement products, services and expertise where appropriate.