Maridea Wealth Management has officially expanded its national platform into Florida with the acquisition of Ashford Investment Advisors, a Daytona Beach-based, female-led firm managing approximately $180 million in client assets. This strategic transaction, advised exclusively by Republic Capital Group, marks Maridea’s first footprint in the state and enhances its specialized wealth and retirement management capabilities. Under the ongoing leadership of owner and lead advisor Kathleen Dulko, Ashford’s team will remain in their Daytona Beach office while gaining immediate access to Maridea’s proprietary tax services, planning infrastructure, and advanced investment research. Highlighting the expansion’s value, Kathleen Dulko stated: “Joining Maridea was the clearest path to giving our clients more – more depth, more capabilities, and more continuity for the years ahead.”
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This acquisition directly aligns with Maridea’s broader corporate initiative to scale its SEC-registered investment advisory framework by integrating high-quality, independent practices nationwide. Welcoming the firm’s growth into the region, Mier Wang, Founder and CEO of Maridea, noted: “Kathleen is exactly the kind of advisor and entrepreneur we want more of in this industry,” further adding, “Maridea is going to keep partnering with high-quality independent practices, and that means being honest that our industry needs more women advisors, more women entrepreneurs, and more female-led firms. Kathleen has built something exceptional in Daytona Beach, and we’re proud to have her as our first advisor in Florida.”
