Our Growth Strategy

Whether we are designing new tools to help our risk management clients, studying the latest behavioral finance research to improve our wealth management practices, or acquiring a new exciting firm to build our employee benefits business – growth is a critical part of our culture and our strategy for success.

Alera Group has a Two-Part Growth Strategy:

1. Organic growth for our firms

Alera Group firms are committed to achieving industry leading organic growth through collaboration

2. Acquisitive growth nationwide

Alera Group will only acquire high-quality, like-minded partners who share in our vision and values. This means that as Alera Group grows, so does our industry expertise, local relationships and collaborative culture.

Stronger Together

Our collaborative culture allows firms to continue to be themselves, maintaining their own unique local or niche focus, even after acquisition. Our national resources enable firms to maximize their service offerings and differentiators.

Alera Group partner firms must:

Commit long-term
to Alera Group

Value an entrepreneurial spirit

Share our
culture and values

Commit to growth and profitability

Desire equity
ownership in Alera Group

Be open to collaboration

Two Firms Helping Each Other Grow.

Watch Matt and Dan share their story today.


What Makes Us Different

Our core principles are what make us stand apart from other companies. We believe in:


Entrepreneurial approach to solutions with future-facing creativity

Client Experience

Working to build strong, trusted relationships

Shared Resources

Helping our firms reach
their full potential


Developing world-class practices with innovative partners


Providing ownership and responsibility within the organization

Building Together

Establishing an industry-leading organization

Collaboration is Key

All Alera Group firms benefit from the same powerful national resources:
  • Strategic Vision & Leadership
  • Human Resources, Employee Benefits, & Payroll
  • Finance & Accounting
  • Sales & Operations
  • Marketing & Advertising
  • Technology
Beyond this, our company and our clients also benefit from each firm’s unique industry expertise and local relationships. By focusing on our beliefs and values, and only partnering with firms that hold the same core tenets, we deliver exceptional client experiences and the best possible outcomes – positively impacting our employees, clients and the communities where we live and work.


Atlanta based firm, Champion Benefits, competed with several national firms on an employee benefits programs for a merge between two energy companies. One was local, but the other company was based in Houston, TX.

Champion Benefits needed a National Presence…

"The collaboration between our firms clearly demonstrated a multi-state footprint capable of supporting a HR team and employees at both organizations."


Collaborate with Houston based Partner Ardent  Solutions to gather intel

Develop custom employee program with vital insights

Pitched together with Ardent and corporate leadership


3 year multi-year services agreement

Successful Merge for Champion’s clients

Happy employees = Happy company

Grow With Us Today

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