Scottsdale, Ariz., Jan. 26, 2026 — With the addition of Golden Years Financial Advisors, Meraki Private Equity further expands its growing network of strategic partners. The partnership underscores Meraki’s dedication to backing ambitious, client-focused firms and aligns with its disciplined approach to investing in companies positioned for sustained growth.
Built on the S.W.A.N. Method of Retirement Investing, Golden Years Financial Advisors’ mission is to help its clients Sleep Well At Night by working to eliminate financial and insurance anxieties through comprehensive planning solutions.
“We see tremendous opportunity in partnering with Golden Years Financial Advisors as they continue to build on their momentum,” said Jack Leach, President of Meraki Private Equity. “Our role is to help modernize and strengthen the firm’s infrastructure so it can grow efficiently and serve clients at an even higher level.”
Through its partnership with Meraki, Golden Years Financial Advisors will enhance operational capabilities, grow its advisory team, and continue refining the client experience. The relationship is structured to accelerate regional growth without compromising the firm’s deeply rooted culture of integrity, trust, and exceptional personal care.
“Our commitment to collaborative, customized financial and insurance planning remains at the heart of everything we do,” said Kevin Anthony, Owner of Golden Years Financial Advisors. “With Meraki’s support, we’re building a more scalable platform that allows us to grow strategically while continuing to provide the clarity and protection our clients depend on.”
Meraki Private Equity is strategically adding to its roster of mission-focused, high-performing financial advisory firms, consistent with its long-term, fundamentals-driven investment approach.
For more information about Meraki Private Equity and its portfolio, visit http://mprivateequity.com/.
Media Contact:
Tessa Trettel, Director of Partnerships, Meraki Private Equity
ttrettel@mprivateequity.com | 952.777.3690
