Acquiring Company
Bastion Fiduciary
Acquired Company
SJL Financial
FloridaFinancial ServicesFinanceLendingFinancial ServicesFinanceFintechLendingDescription
Bastion Fiduciary has acquired SJL Financial, enhancing its financial planning service offerings. This acquisition reflects Bastion's commitment to providing quality, fee-only advisory services.
Quick answer
Bastion Fiduciary is acquiring SJL Financial, announced November 5, 2026. Bastion Fiduciary is based in Florida, United States.
- How much did Bastion Fiduciary pay for SJL Financial?
- The deal value was not disclosed.
- What does Bastion Fiduciary do?
- Bastion Fiduciary is a fee-only Registered Investment Advisor (RIA) providing independent financial advice and services to clients.
- Where are Bastion Fiduciary and SJL Financial based?
- Bastion Fiduciary is based in Florida, United States.
Source: Fundz verified event record.
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Who to call at Bastion Fiduciary, and when
When Bastion Fiduciary changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Bastion Fiduciary raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Bastion Fiduciary, from your own LinkedIn network
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Frequently asked
Who acquired SJL Financial?
SJL Financial was acquired by Bastion Fiduciary, based in Florida. The deal was reported on November 5, 2026. Bastion Fiduciary is a fee-only Registered Investment Advisor (RIA) providing independent financial advice and services to clients. Bastion Fiduciary is privately held and operates in Financial Services.
When did Bastion Fiduciary acquire SJL Financial?
Bastion Fiduciary's acquisition of SJL Financial was reported on November 5, 2026. Bastion Fiduciary has acquired SJL Financial, enhancing its financial planning service offerings. This acquisition reflects Bastion's commitment to providing quality, fee-only advisory services. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does SJL Financial do?
SJL Financial is a fee-only financial planning firm founded by Sam Lewis, focused on personalized financial strategies and planning. It is privately held, operating in Financial Services.
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