AssuredPartners Investment Advisors Joins Gallagher

AssuredPartners Investment Advisors (APIA) is now part of Gallagher, one of the world's leading insurance brokerage, risk management and consulting firms.

By joining Gallagher, APIA gains access to expanded resources, specialized experience and a broader network of professionals, while maintaining the strong relationships and personalized service our clients have come to expect. Together, we remain committed to helping individuals and families navigate their financial future with confidence.

AssuredPartners Investment Advisors agencies rebrand as Gallagher

Fortune 360 Group

With offices in Lancaster, Pennsylvania; Plantation, Florida; and Seattle, Washington, Fortune 360 Group provides investment management, financial planning, retirement planning, estate planning guidance, cash flow planning, and insurance solutions designed to help individuals, families, and business owners pursue their financial goals. Understanding each client's unique circumstances and priorities allows the team to develop personalized strategies aligned with both short- and long-term objectives. Clients will continue working with the professionals they know while benefiting from the expanded resources and capabilities available through Gallagher. The team's commitment to delivering personalized guidance and responsive service remains unchanged as they continue helping clients navigate financial opportunities and challenges and work toward their financial goals.

Understanding each client's unique circumstances and priorities allows the team to develop personalized strategies aligned with both short- and long-term objectives. Clients will continue working with the professionals they know and trust while benefiting from the expanded resources and capabilities available through Gallagher. The team's commitment to delivering personalized guidance and responsive service remains unchanged as they continue helping clients navigate financial opportunities and challenges and work toward their financial goals.

View your account details

eMoney

SCHWAB

Additional agency transitions coming soon

As more APIA agencies transition to the Gallagher brand, updates and information will be added here. We look forward to sharing additional details as agencies complete their rebranding journey.

Personalized guidance. Responsive services. Practical solutions.

With deep industry knowledge, longstanding relationships and access to a broad network of specialists, Gallagher's financial professionals deliver guidance tailored to your goals. Whether you're planning for retirement, managing investments or building long-term financial strategies, we're committed to providing practical solutions that help you prepare for today and confidently plan for tomorrow.

Understanding each client's personal goals and unique circumstances allows us to create customized strategies aligned with both short- and long-term objectives. Through Gallagher, clients have access to an expanded network of financial professionals, specialized knowledge and resources designed to support a wide range of investment, retirement and financial planning needs.

As financial needs evolve over time, our advisors help clients adapt to changing circumstances, navigate opportunities and plan for their financial future with confidence.

Awards and Recognition

The 2026 Disability Index® by Disability:IN recognizes Gallagher as one of the World's Top Disability Inclusive Businesses in the US and UK for the third consecutive year.

Gallagher receives the recognition of Equality 100 from The Human Rights Campaign Corporate Equality Index 2025, earning the top score for the sixth consecutive year.

Gallagher earns Mental Health America's Bell Seal for Workplace Mental Health Certification for the fourth year in a row at the highest level: Platinum

Newsweek lists Gallagher as one of America's Greatest Workplaces for Women.

Fortune Magazine recognizes Arthur J. Gallagher & Co. on the Fortune 500 list for the ninth consecutive year.

Disclaimer

Investment advisory services are offered by Gallagher Fiduciary Advisors, LLC ("GFA"), an SEC registered investment advisor that provides retirement, investment advisory, discretionary and independent fiduciary services. Registration as an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of Arthur J. Gallagher & Co. or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice. GFA reserves the right to engage third-party service providers to deliver certain services on its behalf or in partnership with GFA.

As a Registered Investment Advisor, Gallagher Fiduciary Advisors, LLC is required to file Form ADV Part I and Part 2A with the SEC. Part 2A of Form ADV contains information about our business operations, services, fees, conflicts of interest, and disciplinary history for the use of clients and prospective clients. A copy of the Form ADV Part 2A can be requested by contacting the