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Ty J. Young Wealth Management Acquires Bethel Retirement Planning

Ty J. Young Wealth Management has acquired Bethel Retirement Planning. The transaction expands the company's annuity advisor succession platform.

14 September 2026
Ty J. Young Wealth Management Acquires Bethel Retirement Planning
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Ty J. Young Wealth Management, a financial services firm, has acquired Bethel Retirement Planning, a Mesa, Arizona-based firm led by Dan Bethel. This acquisition represents an expansion of Ty J. Young's platform designed for annuity advisor succession.

Financial terms of the transaction were not disclosed. Ty J. Young Wealth Management aims to broaden its service offerings and market reach through such acquisitions.

Bethel Retirement Planning provides retirement planning services. Dan Bethel will join Ty J. Young Wealth Management as part of the deal.

The company has not released further details regarding the impact on clients or future operational plans.

Original source: prnewswire.com