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December 6, 2023
/PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management...
May 23, 2023
Merit Financial announced a deal to acquire Planned Futures, a Pennsylvania-based advisory firm managing $460 million.
January 10, 2023
The acquisition is expected to grow the regional market through enhanced technology and resources of the larger national firm.
January 6, 2023
Deals from Prime Capital Investment Advisors, Carnegie Investment Counsel, Parallel Advisors, EP Wealth and more ended 2022 and kicked of 2023.
October 4, 2022
/PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management...
September 28, 2022
$1 billion AUM acquisition establishes presence on the East Coast, marks significant milestone in EP’s national expansion.
September 1, 2022
/PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management...
August 25, 2022
/PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management...