Tailored RIA Partnership Opportunities and Succession Planning for Financial Advisory Firm Owners
Advisor Insights from ENRICH 2025: Legacy, Growth, and Strategic Partnerships for RIAs
At Merit Financial Advisors, we believe wealth management is more than numbers; it is about people, purpose, and the journey we share.
At our ENRICH Conference in Spring 2025, several of our top advisors shared their thoughts: home, legacy, impact, empowering, inspiring, confidence, telling a story about what being part of Merit truly means, and why so many financial advisory firm owners choose us for growth, partnerships, and succession planning.
Through our RIA partnership opportunities, we help advisors grow their financial advisory business while protecting the values and client relationships that make them unique. Whether you are focused on succession planning for advisors or seeking a strategic partnership for RIAs, we offer a tailored approach to fit your goals. Our mission is to ensure your business thrives today while preparing for a smooth, successful transition in the future.
Together, we are making an impact for clients, their families, colleagues, and communities. That is what makes Merit more than just a financial advisory firm.
Tailored RIA Partnerships and Succession Planning for Advisors
If you are exploring RIA partnerships, want to grow your advisory business, or need succession planning guidance, we would love to connect. Learn how you can join Merit Financial Advisors and take the next step toward growth and long-term success.
Schedule a conversation with our Strategic Partnerships Team
Featured Speakers: Andrea Zoeller, CFP®, NSSA®; Blaine Malcolm, CFP®; Emily Boothroyd, JD, CFP®, CDWA®; Justin Eccleston; Will Casey; Sydney Thompson, CFP®; Steve Henderson; Robyn Jameson, CFP®, CLTC®
