Choreo Expands Chicago Presence with $700 Million Acquisition
Choreo, LLC has acquired the assets of Resource Financial Group, a Wilmette-based advisory firm managing approximately $700 million. This move bolsters Choreo’s footprint in the Chicago area while integrating a specialized team focused on succession planning and complex financial transitions for closely held business owners.
The acquisition brings founders Peter M. Maris and Brian Pugal, along with a six-person support team led by Alexandra Moise, into the Choreo fold. RFG has built its reputation since 1996 by coordinating business transitions and retirement strategies through a network of CPAs and estate attorneys. Choreo CEO Jason Van de Loo noted that the deal enhances the firm’s ability to serve entrepreneurs who require intricate planning for their unique enterprises.
This transaction is part of an aggressive growth strategy for Choreo, which has added roughly $2 billion in assets under management during 2026. The firm previously absorbed Northeast Financial Group, Herbein Financial Group, and Insight Wealth Strategies. With this latest integration, Choreo continues to scale its national operations, which currently span more than 40 locations and serve over 7,000 clients.
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