FOR IMMEDIATE RELEASE
LAKE OSWEGO, OR (August 31, 2026) — FP Transitions, an industry-leading consulting firm dedicated to wealth managers and independent financial advisors, announced today that it has been named a Finalist in the 2026 Wealth Management Industry Award (the “Wealthies”) for Chief Executive Officer of the Year, Brad Bueermann, and Chief Marketing Officer of the Year, Elise Rogers, in the Professional Services Firms category.
As CEO of FP Transitions for the last 13 years, Brad Bueermann has helped establish the firm as the industry’s leading enterprise, value, and M&A consultants. A nationally recognized speaker and industry thought leader, Bueermann is known for his groundbreaking strategies for creating enterprise sustainability, succession, and growth for independent financial services firms.
Elise Rogers has led FP Transitions’ marketing initiatives for nearly two decades. Building the firm’s marketing strategy and brand voice from the ground up, she has been integral in positioning the firm as the forward-thinking authority in succession, valuation, M&A, and enterprise building in the financial advisory industry.
“We’re honored to receive this recognition from Wealth Management,” said Rogers. “At FP Transitions, our work has always been focused on helping advisory owners build and maintain thriving, valuable firms. We believe that sustainable businesses create a better future for advisory professionals, clients, and the industry as a whole.”
In 2025, FP Transitions received the Firm Award for Thought Leadership and Education at the ThinkAdvisor LUMINARIES awards for their Next-Generation Initiative in partnership with the FinServ Foundation. FP Transitions was previously recognized as a Wealthies finalist in 2020 in the Succession/Ownership Transition Services category. The firm was awarded Acquisition International’s Global Excellence Award for Best Wealth Management Consulting Firm in 2022.
Now in its 12th year, the Wealth Management Industry Awards spotlights the companies and leaders shaping the future of financial advice, wealthtech, investment solutions and advisor growth.
A panel of judges made up of top names in the industry, led by Wealth Management Director of Editorial Strategy and Operations David Armstrong, chose the finalists and will determine the winners. Each year the group recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 10th.
“The scale and quality of this year’s nominations reflect an industry that continues to evolve at an extraordinary pace,” said Armstrong. “What stood out to our judges was not just product innovation, but the growing sophistication around how firms are helping advisors operate, communicate, personalize advice and build sustainable businesses. The finalists represent a broad cross-section of organizations pushing the industry forward in meaningful ways.”
About FP Transitions
FP Transitions is the leading business growth and transition partner for independent financial advisory firms. Since 1999, the firm has helped advisors build, manage, protect, and realize enterprise value through succession planning, business valuations, mergers and acquisitions, continuity planning, equity management, and strategic consulting. Powered by insights from more than 18,000 valuations and consulting on more than 100 M&A transactions a year, FP Transitions equips advisors with the intelligence, strategies and solutions needed to maximize their potential through the entire business lifecycle.
About the Wealth Management Industry Awards
The Wealth Management Industry Awards recognize outstanding organizations and individuals supporting financial advisor success through innovation, leadership and service. Produced by the Wealth Management Group at Informa, the program honors achievement across technology, asset management, practice management, client service, marketing, leadership and advisor support.
About Wealth Management
Wealth Management, an Informa business, provides financial professionals with trusted news, research, events, and insights to help them build stronger relationships, improve their practices, and grow their businesses. Through digital media, live events, and industry research, Wealth Management connects the wealth ecosystem at every level.
Media Contact:
Elise Rogers, VP of Marketing, elise.rogers@fptransitions.com
