Simplicity Group (“Simplicity”), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, announced the acquisition of MAIA Wealth, a prominent Denver-based independent financial advisory firm. As part of the transaction, key members of the MAIA Wealth team will transition to operate under the new banner of Simplicity Wealth Advisors: Denver.
The strategic acquisition reinforces Simplicity’s commitment to expanding its wealth management platform and delivering comprehensive wealth planning, investment management, and retirement solution strategies across the Rocky Mountain region.
“We are thrilled to welcome the talented professionals from MAIA Wealth to the Simplicity family,” said Bruce Donaldson, Partner and CEO of Simplicity. “Their dedication to client-first advisory services and deep roots in the Denver community align perfectly with our mission. By integrating their regional expertise with Simplicity’s vast national resources, institutional infrastructure, and technology, we are positioning Simplicity Wealth Advisors: Denver for exceptional growth and success.”
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Through this partnership, advisors transitioning to Simplicity Wealth Advisors: Denver will gain access to Simplicity’s extensive platform, including advanced marketing, wealth technology, business succession planning, and expanded insurance and investment solutions designed to support high-net-worth individuals, families, and business owners.
“Joining forces with Simplicity represents an exciting new chapter for our firm and our clients,” said Scott Marek. “As Simplicity Wealth Advisors: Denver, our team gains the scale, resources, and operational backing of a leading national firm while maintaining the personalized, high-touch relationships our clients rely on.”
Chandler te Velde added, “Partnering with Simplicity enables us to significantly enhance our operational infrastructure and client resources. We are excited about the new tools and broader investment offerings this collaboration brings to our team and, most importantly, to the families we serve.”
Desmond Dimond added, “This transition to Simplicity allows us to elevate our service offering and deliver even greater value to our clients. Gaining access to a broader suite of wealth management tools and protection strategies ensures we can meet our clients’ evolving financial needs at every stage of their lives.”
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