Apella Wealth has announced that PBMares Wealth Management, LLC, the wealth management division of PBMares LLP, has joined Apella. Headquartered in Williamsburg, Virginia, PBMares’ addition further strengthens Apella’s presence in the Mid-Atlantic region and marks another step in the firm’s ongoing growth strategy.
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PBMares Wealth Management is an independent registered investment advisory firm known for its personalized approach to financial guidance for individuals, families, and businesses. By joining Apella, the PBMares wealth team gains access to broader resources, deeper planning capabilities, and expanded talent, while continuing to serve clients with the same trusted advisors and philosophy they are accustomed to.
Jim Scanlan, President of Apella, said the partnership reflects a strong alignment in values and approach. He noted that PBMares’ client-first mindset and combined expertise in wealth advisory and CPA services add meaningful strength to Apella’s platform and enhance the firm’s ability to serve clients holistically.
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Pat Sweeny, CEO of Apella, described the partnership as an important milestone for the firm. He emphasized that welcoming PBMares into the Apella community will expand the firm’s reach and elevate the level of service delivered to clients across the region.
From PBMares’ perspective, Harvey Johnson, CEO of PBMares LLP, said the move represents a positive next chapter for clients. He highlighted that while the wealth management division will operate under a new name, clients will continue working with the same team they trust, now supported by more robust resources and a continued relationship with Apella.
The transaction represents Apella’s 25th overall and the 14th since partnering with Wealth Partners Capital Group, which invested in Apella in September 2021. Sean Bresnan, founding partner of WPCG, said the partnership brings together two strong teams united by shared values and deep expertise in wealth management and financial planning, adding that WPCG remains committed to supporting Apella’s continued growth.
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The deal officially closed on December 31, 2025. Following the transaction, Apella is approaching $10 billion in assets under management, reinforcing its position as a growing national wealth management firm with a strong regional presence.
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