Merit Financial Advisors Announces New Minority Investment Partner, Fueling Next Chapter of Expansion
Merit Financial Advisors (“Merit”), an Atlanta-based, rapidly growing national wealth management firm with $19.94 billion in assets under advisement, including $14.06 billion in advisory, $2.6 billion in brokerage assets, $3.28 billion in retirement plan andESOP assets, is pleased to announce a strategic minority investment from Constellation Wealth Capital (CWC), an alternative asset management platform focused […]