Merit Financial Group

Merit Financial Group

Merit: Retirement Planning & Wealth Management.

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DateInvestorsAmountRound

N/A

Late VC
Total Funding000k
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Merit Financial Advisors is a financial services firm dedicated to helping individuals in and approaching retirement achieve their financial goals. Operating primarily in the United States with 48 locations and headquartered in the Atlanta area, Merit focuses on providing personalized retirement planning, wealth management, and legacy building services. The firm serves a diverse clientele, including retirees, pre-retirees, and individuals seeking to secure their financial future. Merit's business model revolves around a relationship-based culture, emphasizing core values and client education. The company generates revenue through advisory fees, financial planning services, and investment management. With a team of 250 dedicated employees and partners, Merit aims to revolutionize the client experience by building the RIA (Registered Investment Advisor) of the future.

Keywords: retirement planning, wealth management, legacy building, financial advisors, client education, investment management, advisory fees, relationship-based, RIA, financial goals.

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Investments by Merit Financial Group

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FactSet
ACQUISITION May 2005
Consilium Financial Group
ACQUISITION by Merit Financial Group Aug 2021
Tedstrom Wealth Advisors
ACQUISITION by Merit Financial Group Apr 2022
I.M. Wealth Care
ACQUISITION by Merit Financial Group Apr 2022
Mersberger Financial Group
ACQUISITION by Merit Financial Group Aug 2022
Ceponis Financial Group
ACQUISITION by Merit Financial Group Sep 2022
Brook Wealth Management
ACQUISITION by Merit Financial Group Sep 2022
Planned Futures
ACQUISITION by Merit Financial Group May 2023
Viren and Associates
ACQUISITION by Merit Financial Group Mar 2024
Roth Asset Management
ACQUISITION by Merit Financial Group Dec 2024
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