Groebl Brothers PPC

Based in the US, Groebl Brothers PPC provides expert fiduciary advisory services to clients, focusing on personalized investment strategies and comprehensive financial planning solutions. Groebl Brothers PPC is a financial advisory firm offering fiduciary services to clients. Founded in 2010, the company is headquartered in Leawood, Kansas, US. The firm has engaged in one deal, with the most recent deal occurring on December 30, 2025, when it was acquired by United Capital Financial Advisers, LLC, a portfolio company of Creative Planning, LLC, TPG, and General Atlantic.

Financial terms were not disclosed. Groebl Brothers PPC specializes in fiduciary advisory services, providing comprehensive financial planning and investment management tailored to clients' individual goals and priorities. The firm emphasizes a fiduciary duty to act in the clients' best interests, offering services such as estate planning, income tax planning, and business financial strategies to meet a diverse clientele's wealth management needs. Groebl Brothers PPC generates revenue through an advisory fee model, typically charging clients based on their assets under management (AUM).

This model supports a direct-to-consumer approach, allowing clients to receive personalized financial strategies that align with their objectives. Fees are often a percentage of AUM, encompassing services like retirement planning and ongoing portfolio management, fostering long-term client relationships. Looking ahead, Groebl Brothers PPC aims to enhance its service offerings and grow its assets under management by integrating into United Capital Financial Advisers, LLC. The acquisition, finalized on December 30, 2025, is expected to bolster the client-first advisory approach that United Capital champions.

By leveraging Groebl Brothers' fiduciary expertise, the company plans to broaden its market reach and develop new products that cater specifically to high-net-worth individuals. This strategic move is designed to strengthen its competitive position within the financial advisory sector.