Sikich acquires wealth management consultancy Golden Trail Advisers

07 December 2023 Consulting.us 1 min. read
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Sikich, a Chicago-headquartered accounting and consulting firm, has agreed to acquire Golden Trail Advisers, a Chicago-based wealth management consulting firm.

Founded in 2010 by Mike Sedlak, Golden Trail provides comprehensive wealth management services to individuals and business owners. The boutique firm’s offerings include financial planning, investment management, estate advice, college funding, insurance analysis, retirement plans and 401(k), and business succession planning.

Before founding the firm, Sedlak was a senior financial adviser at MPS Loria Financial Planners and a financial adviser at Responsive Financial Services. He has an MBA from Northwestern University and is a certified exit planning advisor, chartered financial analyst, and certified financial planner.

Sikich’s acquisition of Golden Trail, effective December 31, will bolster its wealth management practice, which provides services in investment consulting, relationship management, and advanced planning.Sikich acquires wealth management consultancy Golden Trail Advisers"Our wealth management practice guides businesses, nonprofit organizations, and individuals to make sound investments, improve financial health and meet long-term wealth goals," said Andrew Paoni, partner-in-charge of Sikich's wealth management practice. "The addition of Golden Trail brings talented, new experts to our team, enabling Sikich to better serve our clients and help them achieve financial well-being."

Sikich last month acquired Thornhill Financial, a Cleveland-based accounting and consulting firm, and added a data and analytics offering with the acquisition of Sacramento-based Four Leaf.

"We're excited to join Sikich and bring our experience and insight to the wealth management practice," Sedlak said. "Our combined skill set will be valuable for high net worth individuals and owners of closely held businesses.”

Sikich is the 29th-largest accountancy in the United States, according to Inside Public Accounting, with $316.4 million in annual revenue and 1,600 employees.