SAX Wealth Advisors Expands Footprint with Strategic Acquisitions, Adding $325 Million in Assets Under Management
Parsippany, NJ – May 11, 2026 — SAX Wealth Advisors, a leading independent wealth management firm, today announced the successful completion of four strategic acquisitions, further strengthening its national presence and expanding its advisory talent. These transactions collectively bring approximately $325 million in assets under management (AUM) and add four experienced advisors to the firm.
The newly integrated firms and advisors include:
- Aznar Financial Advisors, LLC — Marnie Hards, Partner Wealth Advisor — $185 million AUM
- LifeCraft Financial Planning — Miriam Whiteley, Wealth Advisor — $40 million AUM
- Parsons Financial Group LLC — Mark Parsons, Financial Advisor — $40 million AUM
- Prince Financial Advisory — Lauren Prince, Principal Wealth Advisor — $60 million AUM
“These additions represent more than just growth in assets—they reflect our continued commitment to partnering with high-caliber advisors who share our client-first philosophy and long-term vision,” said Kyle Stawicki, Managing Partner of SAX Wealth Advisors. “Each of these professionals brings deep relationships, strong expertise, and a dedication to delivering personalized wealth strategies.”
The acquisitions, completed between March 31 and April 1, 2026, further position SAX Wealth Advisors as a destination firm for independent advisors seeking enhanced resources, integrated tax and advisory capabilities, and a collaborative platform for growth.
By joining SAX Wealth Advisors, the new team members gain access to the broader SAX Advisory Group ecosystem, including advanced planning resources, tax expertise, and operational support—enabling them to elevate the level of service provided to their clients.
“This is a pivotal time of growth for our firm,” added Stawicki. “We are building something meaningful—an integrated advisory platform designed to support both our advisors and the sophisticated clients they serve.”
SAX Wealth Advisors remains focused on strategic expansion through like-minded partnerships, reinforcing its mission to deliver comprehensive, forward-thinking financial guidance.
About SAX Wealth Advisors
SAX Wealth Advisors is an independent, fee-based wealth management firm dedicated to serving high-net-worth individuals, families, and business owners. As part of SAX Advisory Group, the firm offers a fully integrated approach to financial planning, investment management, and tax strategy—delivering a true one-stop solution for clients navigating complex financial landscapes.