Signal Tree Financial Partners, LLC, a Northeast Ohio‑based SEC‑registered investment advisor, has acquired HHL Group, Inc., a well‑established Medina, Ohio tax and accounting firm. Finalized on December 31, 2025, the acquisition aligns with Signal Tree’s strategy to provide coordinated, end‑to‑end financial services for its clients.

The HHL team of six will now operate as Signal Tree Tax Services, LLC, continuing to deliver tax preparation, accounting, bookkeeping, and planning services. Laurie Price, founder of HHL Group, will remain on board as Managing Director, leading operations from the firm’s established Medina office.

“Partnering with Signal Tree allows us to build on more than 20 years of successfully serving clients while expanding both our capabilities and our team,” said Laurie Price. “Signal Tree’s experienced team and complementary expertise will deepen and strengthen our resources while preserving the personal service our clients have come to trust.”

Why It Matters

The acquisition responds to rising demand for holistic financial solutions that integrate investment management, financial planning, and tax services under one roof. By adding HHL Group, Signal Tree strengthens its ability to provide clarity, control, and a seamless financial experience for clients.

“Adding HHL Group is a natural evolution for Signal Tree as we look to provide our clients with more clarity and control over their entire financial lives,” said Jeff Rovnak, CEO of Signal Tree Financial Partners. “Their long‑standing reputation and client‑centered approach align perfectly with our values.”

Dedicated tax capabilities are a key differentiator for Signal Tree, enabling the firm to expand service offerings and meet growing market expectations for integrated financial advisory solutions. The acquisition is expected to enhance client outcomes while preserving continuity for existing HHL customers.

For clients seeking a unified approach to wealth management, investment planning, and tax strategy, the combination of Signal Tree and HHL represents a more connected and comprehensive financial ecosystem—designed to reduce complexity and increase efficiency.

Get in touch with our fintech experts