MarshBerry Advises Vinoble Group on Their Acquisition by Composition Wealth

March 7, 2025

Woodmere, OH – MarshBerry, a leading investment banking and consulting firm serving the insurance distribution and wealth management industries, is pleased to have advised Vinoble Group (Vinoble) on their sale to Composition Wealth (fka Miracle Mile Advisors). The transaction closed on February 28, 2025.

Vinoble, based in Seattle, WA, is a premier independent Registered Investment Advisor (RIA) dedicated to providing comprehensive, client-centric financial planning and wealth management services. Founded in 2019, the firm was established by a team of seasoned professionals with a shared vision of delivering unbiased, tailored financial strategies. With a focus on personalized investment solutions, fiduciary responsibility, and long-term financial success, The Vinoble Group empowers clients to achieve their wealth management goals through expertise, transparency, and integrity.

This transaction strengthens Composition Wealth’s Seattle presence and expands it to include a Tacoma office. It also adds employee benefit consulting to Composition Wealth’s suite of services to more holistically serve small business clients’ needs.

“The Vinoble team is a talented group of advisors and business leaders who were seeking a partner that would empower them to continue building and growing their firm,” said Kim Kovalski, Managing Director – Financial Advisory. “Composition Wealth proved to be the ideal fit – offering the right combination of strategic alignment, culture synergy, and resources to support their next phase of success. MarshBerry is proud to have advised the Vinoble Group team in this transaction, and we look forward to seeing the continued impact of this partnership,” said Phil Trem, MarshBerry President- Financial Advisory.

Terms of the transaction were not disclosed.

Leveraging a focused and well–defined process, MarshBerry’s team of investment bankers understand the complexities of the wealth market and how to properly position firms to realize value. With extensive experience in both organic and inorganic growth strategies, clients turn to MarshBerry for strategic advisory, growth acceleration consulting, merger & acquisition transactions including liquidity transactions, acquisition transactions, business continuity/perpetuation transactions, and more.

MarshBerry – Helping Clients Learn, Improve & Realize Value

MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com.

Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.