TWFG Acquires AIA, Solidifies Southeast Presence

**TWFG Expands Southern Footprint with Acquisition of Montgomery’s Alabama Insurance Agency**

**MONTGOMERY, AL** – The Woodlands Financial Group (TWFG), a prominent insurance industry player headquartered in The Woodlands, Texas, announced on November 4, 2025, its acquisition of Alabama Insurance Agency, Inc. (AIA). This strategic move significantly bolsters TWFG’s presence across the bustling Southeast market, bringing a respected Montgomery-based agency into its growing network.

The acquisition of AIA marks TWFG’s eleventh such deal in the past twelve months, underscoring the company’s aggressive growth trajectory. With over 300 retail offices and a vast network of more than 3,000 independent agents operating in 24 states, TWFG is a formidable force in the national insurance landscape. This latest addition is specifically aimed at strengthening its robust foothold in key Southern states, including Alabama, Florida, Georgia, and Louisiana.

Alabama Insurance Agency, founded in 1999 by Joe Garrett, has cultivated a solid reputation over 26 years, serving the Montgomery community and surrounding areas with dedication. Specializing in both personal and commercial lines, AIA offers a comprehensive suite of insurance products, from home, auto, and life coverage to various specialized business insurance needs. Its local expertise and personalized service have been cornerstones of its success.

Joe Garrett, founder of AIA, expressed enthusiasm for the merger. “Joining the TWFG family is an incredible opportunity for our agency and, more importantly, for our clients,” Garrett stated. “We’re genuinely excited to now offer even more extensive resources and robust support, broadening our carrier options and service capabilities, all while steadfastly maintaining the crucial local, personal service our clients have come to expect and rely on from us.”

Gordy Bunch, Founder, President, and CEO of TWFG, echoed Garrett’s sentiments, emphasizing the strategic fit of the acquisition. “AIA’s deep commitment to client-focused service aligns perfectly with TWFG’s core mission and values,” Bunch noted. “This acquisition is a seamless integration into our ongoing strategy to expand our market presence in vital regions. We see immense potential in Montgomery and look forward to building on the strong foundation Joe and his team have established.”

For the immediate future, the Montgomery, Alabama office of AIA will continue operating under its existing name. Plans are in place for a gradual transition to the TWFG brand over time. Critically, the current team of insurance professionals will remain in place, ensuring a smooth transition for clients and uninterrupted, high-quality service. This continuity is a key element of TWFG’s acquisition strategy, prioritizing client and employee retention.

This acquisition reflects a broader trend of consolidation within the insurance industry, as larger entities seek to expand market share and leverage efficiencies. For TWFG, it represents not just an increase in numbers, but an intentional investment in established agencies with strong local ties and proven service records.

Clients seeking more information about the services offered can visit the TWFG website at https://www.twfg.com or contact the Montgomery office directly. The combined strength of TWFG’s national resources and AIA’s local expertise is set to provide enhanced benefits to individuals and businesses across Central Alabama.