Chris Tipton and colleagues have joined the business, which also recently merged with Navitas Wealth Management.

Tipton is the new Navitas managing partner of wealth management.

"CAG's unbiased and product agnostic options in the asset management arena are important to advisors. Chris' focus on clients is enhanced by our offerings and expertise," said Eric Caisse, partner and chief investment officer for Csenge Advisory Group.

Csenge Advisory Group, based in Clearwater, was founded in 1999 by John Csenge. It is a registered investment advisor and office of supervisory jurisdiction, or OSJ. OSJs deploy professional business consultants, marketing and transition strategies to large pools of independent brokers.

Appealing Florida
A number of wealth firms have set up offices in Florida. In the case of Dynasty Financial Partners, it has moved its headquarters there from New York City. Hamilton Capital, a Columbus-based registered investment advisor with more than $2.5 billion in assets under management, opened an office in Palm Beach. The Glenmede Trust Company, which recently formed a transatlantic pact with a multi-family office, plans to open a new office in West Palm Beach, Florida – the firm’s first office in the state.

Among other firms expanding in Florida are Goldman Sachs, which recently named its region head for Florida and Latin America, and has added hires in its private wealth management business; Rockefeller Capital Management, which has made a raft of hires in recent weeks, named the first person to join its newly-opened office in Florida; Evercore Wealth Management opened a new office in Palm Beach; Landsberg Bennett Private Wealth Management launched earlier this year in Punta Gorda, Florida; and Boston Private appointed advisors as part of its work with a Florida-based firm. SunTrust Banks added a team of four wealth management professionals to its business in Naples.

A few weeks ago personal finance website WalletHub put Florida as one of the states with the highest return on investment in terms of its tax burden and provision of public services.