Alera Group Acquires Trinity Advisors Group

DEERFIELD, Ill.--(BUSINESS WIRE)-- Alera Group, a leading national insurance and financial services firm, announced today it is expanding its Mid-Atlantic footprint with the acquisition of West Chester-based Trinity Advisors Group (TAG), a retirement plan consulting firm.

For nearly two decades, TAG has delivered qualified retirement-plan consulting to corporate clients across Greater Philadelphia. The firm is led by founder Michael McCabe, who established the company in 2006 and has been consistently recognized for his expertise in the retirement-services industry.

"Michael and his team have earned a reputation for excellence, and we're thrilled to welcome them to the Alera Group family," said Christian Mango, Executive Vice President and National Practice Leader, Retirement Plan Services. "Their deep expertise in the Philadelphia market strengthens our capabilities and accelerates our strategic growth in the Mid-Atlantic."

Following the asset purchase, TAG will operate within The Ascent Group, an Alera Group company.

"Joining Alera Group opens an exciting new chapter for our team and our clients," McCabe said. "We saw in Alera Group a culture that matches our own commitment to exceptional client service. With their expanded resources, we can deliver even greater value to plan sponsors and participants while maintaining the high-touch approach they expect.”

ERISA Consultant Carmela Elco and client service professional Tracey Kirby, CPC, CPFA, will in their current roles. Terms of the transaction were not disclosed.

About Alera Group

Alera Group is an independent financial services firm with $1.5 billion in gross revenue, offering comprehensive property and casualty insurance, employee benefits, wealth services and retirement plan solutions to clients nationwide. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,500 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. For more information, visit aleragroup.com and follow us on LinkedIn.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250507604830/en/

Tina Powell
[email protected]

Source: Alera Group

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