For Advisors
Merit offers solutions and support for financial advisors, particularly in practice management, operational and investment support and succession planning solutions.
Independent RIA Partners
Independent financial advisors join Merit so they can maintain their independence while Merit provides administrative, operational and back office support and fuels growth.
Our Services
in addition to the standard services provided by Registered Investment Advisors, we also provide:
- Strategy:
- Quarterly Coaching Program
- Team:
- Virtual Assistant
- Multi-custodial Platform
- Payroll, Benefits, 401(k) Resources
- Growth:
- M&A Support
- Recuriting Support
- Succession & Continuity Planning
- Project Management and Support
Our Process
Are you looking to transition? Our transition team and their detailed 8-10 week timeline will ensure you are well taken care of.
- Understanding and evaluating your business
- Co-create transition plan of action
- Prepare your team
- Custodian and broker-dealer due diligence
- Prepare to repaper
- Preparing for day one
Our Experience
Our firm is led by seasoned advisors with vast experience and a multitude of industry credentials, who have a deep understanding of the needs of successful financial practitioners. We have a proven track record of exponential growth and in-depth knowledge of Broker-Dealer changes, clearing firm selections, and mergers and acquisitions.
Click the button below to learn more about Merit and becoming an RIA Partner.
Succession Planning and Maximizing Your Opportunities
Merit is strategic and thoughtful in our growth trajectory, seeking to align with the right kinds of advisors who share the philosophy and vision, as well as clients with similar values and beliefs.
Why Merit
The Merit team serves as a professional partner and coach for aligning advisors, equipping them with the tools and resources they need to be successful, expand their practice and grow as a professional.
Our Goal
We are dedicated to finding the right partners to become a part of our team. For long-term growth and to maximize impact through our continued merger and acquisition activities, we will benefit from partnering with other minded firms that provide significant synergies.
Growth
The objective is to expand our geographic reach, adding in-house expertise and supporting a larger group of advisors. Merit places an emphasis on diverse minds and empowering women within the financial services industry.
Merit Financial Group Receives Growth Investment From Wealth Partners Capital Group and Strategic Investor Group Led by HGGC
This new partnership provides the Georgia-based hybrid RIA with resources, capital, and expertise to accelerate M&A growth.
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