Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Independence Wealth Advisors (“Independence”), a registered investment adviser (“RIA”), has joined the firm.

Founded in 2007 by Kathleen (Kathy) Duffy, Independence is a fee-only advisory firm dedicated to providing comprehensive financial planning and fiduciary guidance to individuals and families. The firm was established with a singular mission: to focus on clients and their long-term financial well-being.

“We’re proud to welcome Kathy to Apella,” said Apella CEO Patrick Sweeny. “Her depth of experience and commitment to providing unbiased advice and thoughtful strategic planning make her an exceptional addition to our team.”

“This expansion deepens our presence in the Washington, D.C. region,” said Jim Scanlan, President of Apella. “Kathy’s strong commitment to her clients reflects the core values that define Apella.”

“To expand our services and support our clients, we sought a partnership with the same commitment to a client-first mindset and the fiduciary standard,” said Kathy Duffy, Founder and President of Independence. “A top priority was finding a firm that had maintained its independence and shared our long-term vision. Apella is uniquely positioned to meet all these standards. We are thrilled to join the talented and welcoming team at Apella and together look forward to providing the support and care our clients have come to expect.”

Apella, an employee-owned and managed firm, has grown steadily through many partnerships, including those formed through its collaboration with Wealth Partners Capital Group (“WPCG”), a financial services holding company and minority investor in Apella.

The transaction closed on June 30, 2025. As of closing, Apella has over $6 billion in assets under management.

About Apella Wealth

Apella Wealth (“Apella”), founded in 2014 is a national RIA built around a select community of like-minded advisors who believe in Evidence-Based investing and detailed financial planning. Headquartered in West Hartford, CT, Apella offers a wide range of financial advisory services across multiple locations, spanning both coasts and serving thousands of individual and institutional investors. The firm’s financial advisors are dedicated to building lifelong client relationships and providing “Advice for Life.” For more information about Apella, please visit www.apellawealth.com.

About Wealth Partners Capital Group

Wealth Partners Capital Group ("WPCG") is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG assists its partner firms by identifying and integrating like-minded wealth advisers who seek access to expanded business capabilities, strategic growth and/or customized transition solutions. For more information, please visit www.wealthpcg.com.

Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered or excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. The information here is provided for general information purposes only and should not be considered a recommendation or personalized investment advice.

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