Trending...
- Lkpfm corporation Happy New Years announcement
- Lipps Electric Celebrates Nearly Four Decades as a Trusted, Family-Owned Electrical Services Company
- Copyright vs. Patent: What Inventors Need to Know
BEACHWOOD, Ohio--(BUSINESS WIRE)--MGO Investment Advisors, an RIA specializing in 401(k), retirement plan consulting and other related wealth management services, announces its merger with One Seven, an RIA specializing in supporting advisors with life-changing opportunities.
As part of the strategic merger, Merchant has made a minority, non-controlling investment in One Seven to help enhance the firm's durability and accelerate expansion initiatives to support growth-oriented advisors.
With strong roots in the greater northeast Ohio region, One Seven now manages a combined $2.8 billion in assets and has expanded its footprint across 11 U.S. states. The firm's mission is to continue to provide best-in-class 401(k) and retirement consulting services while also cultivating an environment to support its growing 36-advisor team in navigating life-changing opportunities - centered on trusted connections, meaningful work and purposeful growth.
Ron Gross, President & CEO of MGO and a Co-Founder of One Seven, adds, "When we decided to merge, the most important thing we considered was culture –both firms had a core value of client-first. But we know our success comes from the people who work alongside us, so as we evolved, it was essential to see how both firms espoused the concept of treating associates like our best clients."
More on Ohio Pen
"One Seven embodies everything we look for when assessing community partners - they've built a boutique business with family roots, great vision, and institutional capabilities, said Tim Bello, Co-Founder and Managing Partner at Merchant.
"The Merchant partnership enables us to continue building on our advisor-centric foundation. Merchant has proved to be a partner willing to roll up their sleeves and work alongside us to focus on life-changing opportunities and grow our business," said Todd Resnick, Co-Founder and President of One Seven. "Bringing the two companies together and collaborating with Merchant will allow us to leverage more great people and resources to help our advisors grow as people and professionals and provide the support they need to do that."
David Mrazik, Co-Founder and Managing Partner at Merchant, added, "This partnership is a perfect illustration of the strength and strategic expertise that the Merchant team brings to its partnerships – in helping MGO and One Seven plan carefully for their merger and integration, we can add value that far exceeds our durable capital solutions."
More on Ohio Pen
About One Seven
One Seven is a different kind of financial firm. In the world of wealth management, where unique experiences are few and far between, our group came together to leave a meaningful mark. Our independent financial advisors strive to deliver true value by looking beyond the balance sheet to provide holistic, customized solutions to each client. Through each and every relationship, we strive to better understand what drives you – your interests, long-term goals, and aspirations for the future, and then we become sounding boards for your ambitions, challenges, concerns and successes, so that we may connect your money to what really matters.
To learn more about One Seven, our advisors, or how to become a member of our team, we invite you to visit our website at WeAreOneSeven.com.
About Merchant Investment Management, LLC
Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management. For additional information, please visit www.merchantim.com.
Contacts
Media
Ann Marie Gorden
annmarie@merchantim.com
267.249.7765
As part of the strategic merger, Merchant has made a minority, non-controlling investment in One Seven to help enhance the firm's durability and accelerate expansion initiatives to support growth-oriented advisors.
With strong roots in the greater northeast Ohio region, One Seven now manages a combined $2.8 billion in assets and has expanded its footprint across 11 U.S. states. The firm's mission is to continue to provide best-in-class 401(k) and retirement consulting services while also cultivating an environment to support its growing 36-advisor team in navigating life-changing opportunities - centered on trusted connections, meaningful work and purposeful growth.
Ron Gross, President & CEO of MGO and a Co-Founder of One Seven, adds, "When we decided to merge, the most important thing we considered was culture –both firms had a core value of client-first. But we know our success comes from the people who work alongside us, so as we evolved, it was essential to see how both firms espoused the concept of treating associates like our best clients."
More on Ohio Pen
- Yunishigawa Onsen's Annual "Kamakura Festival" will be held January 30 – March 1, 2026
- At Your Service Plumbing Named a 2025 Nextdoor Neighborhood Fave
- Custom Home Builder Connecticut Valley Homes Wins 2025 Home of the Year from the Modular Home Builders Association
- Scoop Social Co. Partners with Air Canada to Celebrate New Direct Flights to Milan with Custom Italian Piaggio Ape Gelato Carts
- Keeping Skills Alive: Cincinnati Family Electricians Pass the Torch to the Next Generation
"One Seven embodies everything we look for when assessing community partners - they've built a boutique business with family roots, great vision, and institutional capabilities, said Tim Bello, Co-Founder and Managing Partner at Merchant.
"The Merchant partnership enables us to continue building on our advisor-centric foundation. Merchant has proved to be a partner willing to roll up their sleeves and work alongside us to focus on life-changing opportunities and grow our business," said Todd Resnick, Co-Founder and President of One Seven. "Bringing the two companies together and collaborating with Merchant will allow us to leverage more great people and resources to help our advisors grow as people and professionals and provide the support they need to do that."
David Mrazik, Co-Founder and Managing Partner at Merchant, added, "This partnership is a perfect illustration of the strength and strategic expertise that the Merchant team brings to its partnerships – in helping MGO and One Seven plan carefully for their merger and integration, we can add value that far exceeds our durable capital solutions."
More on Ohio Pen
- My Hero Academia, One Piece, Dragon Ball Among Anime Voices at FAN EXPO Cleveland, March 13-15
- BarkParkFinder.com Surpasses 50,000 Dog Park Listings Nationwide
- Breakout Phase for Public Company: New Partnerships, Zero Debt, and $20 Million Growth Capital Position Company for 2026 Acceleration
- Japan's Patented "Hammock'n" Smartphone Band Targets Hand Fatigue From Long Phone Use
- Reditus Group Introduces A New Empirical Model for Early-Stage B2B Growth
About One Seven
One Seven is a different kind of financial firm. In the world of wealth management, where unique experiences are few and far between, our group came together to leave a meaningful mark. Our independent financial advisors strive to deliver true value by looking beyond the balance sheet to provide holistic, customized solutions to each client. Through each and every relationship, we strive to better understand what drives you – your interests, long-term goals, and aspirations for the future, and then we become sounding boards for your ambitions, challenges, concerns and successes, so that we may connect your money to what really matters.
To learn more about One Seven, our advisors, or how to become a member of our team, we invite you to visit our website at WeAreOneSeven.com.
About Merchant Investment Management, LLC
Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management. For additional information, please visit www.merchantim.com.
Contacts
Media
Ann Marie Gorden
annmarie@merchantim.com
267.249.7765
0 Comments
Latest on Ohio Pen
- How Democrats Made Healthcare More Expensive in 2026
- Inkdnylon Launches Bilingual Ask Inkdnylon Platform
- JS Gallery Brings Global Voices to LA Art Show 2026 with "OFF SCRIPT" Exhibition
- ANTOANETTA Partners With Zestacor Digital Marketing to Expand Online Presence for Handcrafted Luxury Jewelry
- Lipps Electric Celebrates Nearly Four Decades as a Trusted, Family-Owned Electrical Services Company
- FrostSkin Launches Kickstarter Campaign for Patent-Pending Instant-Chill Water Purification Bottle
- The New Monaco of the South (of Italy)
- Floor2Future Launches to Strengthen the Manufacturing Workforce
- Lkpfm corporation Happy New Years announcement
- Lick Personal Oils Introduces the Ultimate Valentine's Day Gift Collection for Romantic, Thoughtful Gifting
- The Best IP Protection for Solo Inventors and Tinkerers Using Instant IP
- Copyright vs. Patent: What Inventors Need to Know
- Tom Quigley of ClaimLinx Warns Americans as Enhanced ACA Subsidies Officially Expire
- Lacy Hendricks Earns Prestigious MPM® Designation from NARPM®
- Walmart $WMT and COSTCO.COM $COST Distribution as SonicShieldX™ Platform Sets the Stage for Accelerated Growth in 2026: AXIL Brands (N Y S E: AXIL)
- AI-Driven Drug Development with Publication of New Bioinformatics Whitepaper for BullFrog AI: $BFRG Strengthens Its Position in AI Drug Development
- IQSTEL Enters 2026 from a Position of Strength Following Transformational Year Marked by N A S D A Q Uplisting, Record Revenue and First-Ever
- Alternatives to Patents for Independent Inventors
- How Inventors Can Prove Idea Ownership Instantly Using Instant IP
- Are You Hiring The Right Heater Repair Company in Philly?