AOG buys Arizona-based Logos Wealth Management

Associate Owners Group has acquired Logos Wealth Management, a Scottsdale financial planning firm founded in 2015. The deal expands AOG’s footprint in financial services and adds a relationship-driven practice that serves clients across the U.S., Canada and Puerto Rico.

Why it matters: - The acquisition adds a boutique advisory firm with an established client base to Associate Owners Group’s growing family of companies. - Logos Wealth Management brings a retirement-planning model built around long-term relationships, which may strengthen AOG’s position in financial services. - Logos serves clients in the U.S., Canada and Puerto Rico, giving AOG broader reach in multiple markets.

What happened: - Associate Owners Group acquired Logos Wealth Management, a boutique financial planning firm headquartered in Scottsdale, Arizona. - The announcement was made June 23, 2026. - Logos was founded in 2015 by Magally Tejada and Dr. Edward Burns Jr. - AOG is based in St. George, Utah.

The details: - Logos Wealth Management says it has served more than 2,500 families with insurance and retirement solutions. - The firm says it has produced approximately $30 million in annuity sales. - Logos operates with a “Live Life Free” message centered on being debt free, retiring with confidence and enjoying wealth in peace. - The firm describes its approach as concierge-level planning and selective client service. - Dr. Edward Burns Jr. has a track record of six-figure production across every IMO, according to the announcement. - Magally Tejada built the firm around client stories, trust and long-term financial clarity, rather than recruitment-driven messaging. - Logos says its ideal clients are disciplined professionals, business owners and married couples focused on long-term financial security. - Logos currently serves clients across the United States, Canada and Puerto Rico. - Logos has a partnership with KNXV-TV ABC15 in Arizona, with a branded segment scheduled for Q4 2026. - The company website is more information.

Between the lines: - AOG appears to be using acquisitions to add firms that fit its ownership-and-alignment model, not just firms with scale. - Logos brings a values-based brand and an existing regional profile, which may help AOG deepen its presence in advisory and insurance channels. - The acquisition also signals continued demand for independent, relationship-led financial planning platforms.

What’s next: - Logos is expected to continue building its brand under the AOG umbrella. - The KNXV-TV ABC15 branded segment is scheduled to launch in Q4 2026. - AOG says its broader model is designed to create long-term value through shared growth and alignment.

The bottom line: - AOG is betting that Logos’ client-first model and multiregional reach will fit into its broader expansion across financial, insurance and technology businesses.