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News

MarketWatch | 12/8/2025 Your estate plan needs to be absolutely airtight. Here’s how to avoid mistakes.
Merit's Emily Boothroyd, wealth manager and partner in Wilton, CT, begins by asking a client, “What are the family issues and concerns?” From there, she ensures the estate-planning documents tackle these priorities head-on to reflect the client’s wishes.
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Barrons.com | 11/21/2025 Merit Financial Advisors Picks Up Former Commonwealth Team With $1.2 Billion in Illinois
Merit Financial Advisors says it has acquired Blueprint Wealth Advisors, a team of advisors previously with Commonwealth Financial Network and which has $1.2 billion in client assets.
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WealthManagement.com | 11/06/2025 Merit Buys $715M Wisconsin Firm in Wake of Constellation Stake
Merit Financial’s latest addition is a Wisconsin-based firm managing $715 million in assets. The deal to buy Mennenga Tax & Financial comes on the heels of Constellation Wealth Capital’s minority stake in the Georgia-based firm announced this summer.
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AdvisorHub | 09/23/2025 Merit Named One of AdvisorHub's RIA Firms to Watch in 2026
Merit Financial Advisors has emerged as one of the fastest-growing independent wealth management firms in the country, fueled by an aggressive mix of acquisitions, organic expansion, and strategic partnerships.
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CityWire | 08/19/2025 Merit Announces Strategic Partnership with $860m ex-Commonwealth practice
Global Wealth Advisors (GWA), a Lewisville, Texas-based RIA, joins Merit overseeing roughly $860m in client assets. The 16-person GWA team that joined Merit was led by firm president Kris Maksimovich and managing partner Chris Powers, who are now both regional directors and partners at Merit.
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PR Newswire | 08/08/2025 Merit Announces Strategic Partnership with Second Half Financial Partners, LLC First Responders Division expanding presence in Florida
The acquisition marks Merit's fifth office in Florida, adding $225 million in assets. Based in Sebring, this specialized team offers investment and retirement strategies focused on Florida's first responders, specifically firefighters and law enforcement professionals.
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PR Newswire | 06/26/2025 Merit Financial Advisors Partners with AMP Wealth Management and Expands Its Midwest Footprint
This strategic partnership strengthens our presence in the Midwest with our seventh office in Wisconsin. But more importantly, it reflects our shared values: delivering personalized, high-impact financial guidance for those navigating life transitions and building wealth with purpose.
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Merit Financial Advisors | 06/13/2025 Merit Expands Pacific Northwest Presence Through Partnership with Olympic Wealth Management
This acquisition strengthens Merit’s footprint in the Pacific Northwest, adding a fifth office in Washington and increasing its assets by $204 million. Based in Bothell, Washington, Olympic Wealth specializes in investment and retirement planning, with a focus on serving clients in the local Seattle-Tacoma aerospace market, particularly Boeing employees and retirees.
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PR Newswire | 06/03/2025 Merit Partners with RCM Investments and Opens First Office in Utah
This acquisition marks Merit Financial Advisors' first office in Utah, expanding its national footprint and adding $281 million in assets.
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CityWire | 04/25/2025 $12bn Merit acquires $597m YouTube-famous RIA
Merit Financial Advisors has acquired Safeguard Wealth Management, a $597m RIA with a unique niche — YouTube. Led by co-founders Eric Sajdak and Anthony Hellenbrand, Safeguard runs a YouTube channel of the same name with more than 67,000 subscribers.
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Merit Financial Advisors | 04/11/2025 Partners with Bill Spalding Wealth Management
Merit announced today it has acquired Bill Spalding Wealth Management (“Spalding Wealth”). This acquisition will add $119 million in assets. Spalding Wealth specializes in investment management with a specific focus on independent unbiased advice for his investors.
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PR Newswire | 03/18/2025 Partners with Sanctuary Wealth Management and Fiduciary Services; Adds First Office in Idaho
Merit announced today it has acquired Sanctuary Wealth Management, LLC ("Sanctuary") and Fiduciary Services, LLC ("FS"). This acquisition will enable Merit to establish a presence in Idaho and grow its assets collectively by $1.6 billion.
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Merit Financial Advisors | 01/24/2025 Partners with Pillar Wealth Management Co., Adding Two New Offices in Wisconsin
Merit announced today it has acquired Pillar Wealth Management Co. (“Pillar”). This acquisition will expand Merit’s presence by establishing two new offices in Wisconsin, located in Madison and Dodgeville, while adding $179 million in assets.
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Three Rivers Bank of Montana | 01/06/2025 Announces Strategic Alliance with Merit Financial Advisors to Launch Wealth Management Division
Three Rivers Bank of Montana is pleased to announce a strategic alliance with Merit Financial Advisors, a nationally recognized wealth management firm, to expand its financial service offerings. This partnership will enable the bank to provide comprehensive wealth management services to clients in the Flathead Valley, helping individuals, families, and businesses strategize their growth, and preserving their financial assets.
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GOBankingRates | 12/14/2024 Roth vs. Traditional, 401(k) vs. IRA: The Best Account To Use at Every Age
Merit wealth manager and partner, Scott Meyer shares his insights about Roth, traditional, 401(k), IRAs accounts and the best account to use at every stage of your life.
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PR Newswire | 12/10/2024 Merit Financial Advisors Joins Forces with Trinity Financial Partners to Expand its presence in Pennsylvania.
Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today that Trinity Financial Partners ("Trinity") merged with Merit. The merger marks Merit's third office in Pennsylvania and increases the firm's assets by $603 million.
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FinancialPlanning | 11/19/2024 How consolidation is testing fiduciary duty in RIAs.
Merit President, Kay Lynn Mayhue, shares how Merit's strategic growth through 28 acquisitions has doubled client assets to $13 billion while delivering significant benefits, including fee savings, enhanced technology, and expanded services.
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InvestmentNews | 11/05/2024 Make client problems your problems, Merit Financial Advisors CEO says.
Merit Founder and CEO, Rick Kent, says he has prioritized scalable growth, advanced client relationships, and the use of technology, helping to make Merit a significant player in the industry.
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Financial Planning | 11/05/2024 The Ladder: Kay Lynn Mayhue on having the guts to change paths.
Merit President, Kay Lynn Mayhue, reflects on the shift from her initial client-facing business development role to a dynamic leadership position.
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GoBankingRates | 10/12/2024 Navigating Financial Planning During Major Life Changes.
Merit wealth manager, Sydney Thompson, CFP®, shares her approach to navigating financial planning during major life transitions.
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Barron's | 10/05/2024 A Spouse's Death Brings a Financial Jolt. How to Prepare.
Merit wealth manager, Hollis Hardiman, shares her insights on managing the financial impacts of losing a spouse, preparing for rising healthcare costs, changes in Medicare premiums, and other potential challenges.
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Merit Financial Advisors | 08/19/2024 Merit Partners with Kizer and Associates to Expand Presence in Midwest.

Merit announced today it has acquired Kizer & Associates (“Kizer”). The firm, based in Barrington, IL, will establish Merit’s first Illinois office and increase Merit’s assets by $180 million.

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WealthManagement.com | 08/16/2024 Chief Investment Officer, Brian Andrew, featured in 2024 Mid-Year Outlook.
Merit CIO, Brian Andrew, CFA®, discusses our approach to managing market uncertainties by running scenario analyses, which help us assess potential outcomes and their impact on portfolios.
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Merit Financial Advisors | 07/31/2024 Merit Partners with Westfield Financial Planning to Expand Presence in New Jersey.

Merit announced today it has acquired Westfield Financial Planning (“Westfield”). The firm, based in Westfield, New Jersey, expands Merit’s existing presence in the region and increases Merit’s assets by $207 million.

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Merit Financial Advisors | 03/27/2024 Merit Partners with Access Investment Advisors to Expand Presence in Wisconsin.

Merit announced today it has acquired Access Investment Advisors (“AIA”). The firm, based in Manitowoc, WI, will expand Merit’s existing presence in the region and increase Merit’s assets by $213 million.

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WealthManagement.com | 03/13/2024 Merit Financial Advisors Buys $542 Million AUM Viren & Associates.

Previously affiliated with Mariner’s independent advisor platform, the Washington state firm brings 401(k), estate planning and insurance talent to Merit.

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PR Newswire | 03/06/2024 Merit Financial Advisors Announces Strategic Collaboration with the Pioneers Volunteer Network.

Merit Financial Advisors ("Merit"), announced today a strategic national collaboration with the Pioneers Volunteer Network, a network of more than 465,000 volunteers in Canada and the US who effect immediate, tangible change in local communities.

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PR Newswire | 02/22/2024 Merit Financial Advisors Introduces Merit Amplify, Private Equity Uncovers the Money in Money Management.

Merit Financial Advisors ("Merit"), a national wealth management firm with over $10 billion in assets under management, today announced the launch of its new Advisor Affiliation Model, Merit Amplify.

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Middle Market Growth | 02/06/2024 Private Equity Uncovers the Money in Money Management.
Kay Lynn Mayhue, President of Merit Financial Advisors, shares the shift in the industry over the last ten years and the interest that PE firms are now showing in wealth management firms.
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GoBanking Rates | 01/16/2024 Retirement Spending 2024: Is the 4% Rule Still the Best Guide.
Scott Meyer, Merit Financial Advisors, speaks to the importance of working backward to figure out what you need to save for retirement.
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PR Newswire | 01/12/2024 Merit Financial Advisors Hire Brian Andrew as Chief Investment Officer.
Merit announced today that it has hired Brian Andrew as Chief Investment Officer ("CIO").
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U.S News | 12/28/2023 | Should You Include Your Home in Your Net Worth?
Baylee Bryant, Merit Financial Advisors, shares insight into what makes up your net worth.
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Merit Financial Advisors | 12/20/2023 | Merit Financial Advisors Partners with EJS Wealth Management to Expand Presence in Colorado.
Merit Financial Advisors announced today it has acquired EJS Wealth Management, LLC (“EJS”). The firm, based in Colorado Springs, CO, will expand Merit’s existing presence in the region and increase Merit’s assets by $64 Million.
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GO BankingRates | 12/18/2023 | Charitable Giving: 5 Strategies to Consider That Do Good and Make the Most Financial Sense.
Merit Financial Advisors recommends visiting the Better Business Bureau’s Give.org site, which lets individuals independently research 501(c)(3)s to determine their operating status and more.**
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CBS MoneyWatch | 12/18/2023 | Should you move all of your money to a short-term CD?
Mark Fried, Merit Financial Advisors, shares that opting for a 1-year CD may provide optimal return on investment.***
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Archive

2023

GO Banking Rates | 11/28/2023 | Men vs. Women Investors: Survey Finds Women Have More Money in Their Portfolios.

Kelly Gallimore, Merit Financial Advisors, discusses the possible reasons behind women investors’ higher balances, plus, tips for women who are looking to grow their own stock portfolios.

Kiplinger | 11/20/2023 | Is Maintaining Holiday Traditions Stressing You Out?

Kelly Gallimore, Merit Financial Advisors, offers some tips on how to manage expectations, start new traditions and monitor holiday expenditures.

CBS MoneyWatch | 11/17/2023 | How much would a $5,000 CD make in 5 years?

Mark Fried, Merit Financial Advisors, explains why CDs are a good fit for conservative investors.***

Kiplinger | 11/07/2023 | How to Approach the Caregiving Transition When It’s Time.

For National Caregivers Month, Kelly Gallimore, Merit Financial Advisors, shares her story to help others heading into the emotional challenge of providing caregiving for an aging loved one.

CBS MoneyWatch | 10/31/2023 | 3 Smart Financial Moves You Can Make Before the End of the Year.

Brian Martin, Merit Financial Advisors, sheds light on how to prepare a strong financial foundation for 2024.

ETF.com | 10/25/2023 | Navigating the Bond Slice of a 60/40 Portfolio.

Timothy Ralph, Merit Financial Advisors, believes the "new regime" of higher interest rates and inflation brings active management into play.

CBS MoneyWatch | 10/03/2023 | How to Invest for an Early Retirement.

Tom Bakamus, Merit Financial Advisors, sheds light on early retirement expenses and diversification.

WSJ | 10/02/2023 | It's a Good Time to Buy Bonds. Just Know What You're Getting Into.

Joshua Mersberger, Merit Financial Advisors, sheds light on what risk factors bonds have.

MarketWatch | 09/11/2023 | 10 of the best CD rates for September 2023 (we’re talking up to 7.19% APY)

Joshua Mersberger, Merit Financial Advisor, sheds light on inflation efforts.

MarketWatch | 08/30/2023 | How to pay off student loans fast.

Max Baer, Certified Financial Planner at Merit Financial Advisors, offers insight on lowering student loan repayment options.

MarketWatch | 07/27/2023 | CDs vs. bonds: What’s the difference?

Kate Redden, CFP®, ChFC®, CKA®, Regional Director at Merit Financial Advisors, shares her perspective.

InvestmentNews | 07/06/2023 | Return to office threatens to undermine advances for women

Cracking down on remote work could send stress fractures through women's advancement, pay equity and corporate returns. Kay Lynn Mayhue, President of Merit Financial Advisors, shares how Merit is utilizing remote work.

Advisor Perspectives | 06/20/2023 | Know the Deal Breakers Before Selling Your Practice

Tait Lane, Regional Director shares four things to consider.

Merit Financial Advisors | 06/20/2023 | Merit Partners with Financial Analysts to Expand Presence in North Carolina

The firm, based in Raleigh, North Carolina, will expand Merit’s existing presence in the region and increase assets by $100 million.

InvestmentNews | 06/13/2023 | Women breadwinners less engaged with household finances

It’s important, though, not to assume that any woman client who works will take a step back in planning, cautioned Kay Lynn Mayhue, President of Merit Financial Advisors.

CityWire RIA | 05/23/2023 | Merit strikes deal with $460m wealth practice

The Atlanta-area firm has purchased Planned Futures, a hybrid practice in Pennsylvania, in its fifth acquisition of 2023.

MarketWatch | 05/01/2023 | Stocks and bonds not working for you? These alternatives might help — but pay attention to fees.

Tim Ralph, Managing Partner (Boca Raton), comments on stocks and bonds.

WSJ | 04/14/2023 | People Are Investing in Bonds Again—Once They Figure Them Out

Caleb Tucker, CFA®, Director of Portfolio Strategy shares his thoughts on bonds in the current market.

Bankrate | 03/29/2023 | Pros and Cons of Hiring a Financial Advisor

Brad Cast, RFC® Wealth Manager & Partner, discusses the pros and cons of working with a financial advisor.

GO Banking Rates | 03/22/2023 | I’m a Wealth Manager Who Thinks Every Woman Should Invest — Here’s Why

Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager & Partner at Merit Financial Advisors, shares why it's important for women to invest.

MarketWatch | 02/09/2023 | Here’s What to Do With This Year’s Tax Refund

Robert Alexandrovic, CFP®, CFA, Managing Partner at Merit Financial Advisors, shares why you should consider I-bonds or Treasury bonds in 2023.

Business Insider | 01/30/2023 | 3 Places You Can Put Your Retirement Money During a Recession

Alex Alba, Wealth Manager at Merit Financial Advisors, sits down with Business Insider to discuss the three places you can put your retirement money during a recession.

The Balance | 01/18/2023 | How To Recession-Proof Your Savings

Caleb Tucker, CFA, Director of Portfolio Strategy at Merit Financial Advisors, discusses emergency savings.

Merit Financial Advisors | 01/06/2023 | Merit Financial Advisors Partners with Financial Design Group to Expand Presence in Pacific Northwest

Financial Design Group, Inc., based in Des Moines, WA, expands Merit’s presence in the Pacific Northwest.

2022

MarketWatch | 12/22/2022 | How Investors Should Think About Equities, Fixed Income and Real Estate in 2023

Caleb Tucker, Director of Portfolio Strategies at Merit Financial Advisors, shares his thoughts.

BankRate | 11/16/2022 | 60-Day Rollover Rule: What Retirement Investors Need to Know

Scott Meyer shares his insights.

Merit Financial Advisors | 11/16/2022 | Merit Financial Advisors Partners with Allegiance Retirement Solutions, Adding Fifth Georgia Office

Allegiance, based in Lawrenceville, GA, expands Merit’s presence in the state becoming Merit’s fifth Georgia location.

Forbes | 12/12/2022 | How To Use An RMD To Rebalance Your Retirement Account

Kate Redden shares her thoughts in this recent article.

BankRate | 11/8/2022 | 2022 Midterm Elections and Your Retirement

Joe Cilley comments on "the most important change on the horizon for retirees."

Merit Financial Advisors | 11/1/2022 | Investment Adviser Representative David Elder Sr. Joins Merit Financial Advisors

David will join Merit as a Wealth Manager, and Merit will work with David to provide back-office support and an expanded service offering.

CityWire | 10/04/2022 | Merit buys $683m Seattle-area RIA

The acquisition of Triad Financial Strategies, based in suburban Seattle, closed on Friday.

D Magazine | 09/07/2022 | Kyle Shores, Blaine Malcolm, and Zac Beckerley were featured in the September Issue

The Dallas, Texas Wealth Managers discuss preparing for retirement in an uncertain economy.

FA Magazine | 09/01/2022 | Merit Financial Acquires Two Conn. Firms With $277M In AUM

Merit Financial Advisors today announced that it has expanded its presence in Connecticut with the acquisition of two teams with a combined total of $277 million in client assets.

WealthManagement.com | 08/25/2022 | Merit Gains New DC Division With Mersberger Deal

The acquisition adds $830 million in AUM and a new retirement plan division with $489 million in AUA.

Inc 5000 | 08/16/2022 | Merit recognized as one of the fastest-growing private companies in America

For the third year in a row, Merit Financial Advisors is on the Inc 5000 list of the fastest-growing private companies in America.

Barron's | 07/23/2022 | Steven Denton discusses RMDs in Retirement

Steven answers your questions about RMDs.

GOBankingRate | 06/27/2022 | Scott Meyer discusses social security

Scott discusses social security for Millennials and what they can control.

BankRate | 06/27/2022 | Caleb Tucker featured on BankRate

Caleb gives insight into the key differences between direct listings and IPOs.

The Denver Channel | 06/22/2022 | Peter Tedstrom features his insight on retirement savings

Peter provides insight into how these factors could potentially lead to a recession.

TD Ameritrade | 06/02/2022 | Caleb Tucker appeared on TD Ameritrade to discuss current economic trends

Caleb discussed current economic trends, like inflation, and our outlook for the rest of the year.

BET | 06/01/2022 | Renora Nelson discusses how to build wealth while traveling with family.

Renora advises a well-known travel influencer on tax planning, estate planning, cash flow, and risk management.

Merit Financial Advisors | 06/01/2022 | Merit Adds Fourth Office in Georgia with Acquisition of Dasher & Padgett Financial Advisors, Inc.

The firm, which has an office in Albany, Georgia, expands Merit’s presence in the region with its fourth Georgia location. The acquisition increases Merit’s assets by $118 million.

Barron's | 05/22/2022 | Brian Martin answers two readers' questions about spousal benefits and federal pension offsets.

Brian Martin, Wealth Manager at Merit Financial Advisors, discusses spousal benefits and federal pension offsets.

Yahoo! Finance | 05/10/2022 | Kate Redden discusses her belief that money is simply a tool to reach your goals

Kate Redden, CFP^®, ChFC^®, CKA^®, Managing Partner at Merit Financial Advisors, discusses her belief that money, and the accumulation of money, should not be the goal in itself.

Investment News | 05/09/2022 | Merit Financial Advisors’ Latest Deal Establishes Presence in Oklahoma

The acquisition of $370 million Union Financial Advisors, based in Tulsa, marks Merit's sixth deal since taking private equity capital two years ago.

Kiplinger | 05/01/2022 | Renora Nelson discusses the 5 Critical Steps to Help Women Financially Prepare for Divorce

Reflect and take action. Open your own bank accounts. Begin building your credit. Get frugal. Practice independence.

U.S. News | 04/07/2022 | Renora Nelson shared tips on how to write a budget or spending plan

Renora Nelson, Wealth Manager at Merit Financial Advisors, shared tips on how to write a budget or spending plan in a recent article, “15 Steps to Achieve Financial Freedom”.

CityWireUSA.com | 04/06/2022 | Merit Scores $380m Double Acquisition in Colorado

Merit has acquired Tedstrom Wealth Advisors and I.M. Wealth Care, both in the Denver metro area.

TD Ameritrade Network | 03/18/2022 | Caleb Tucker on the Increasing Dispersion of Rate Projections for this Year

Caleb Tucker, Director of Portfolio Strategy, weighs in on the increasing dispersion of rate projections for this year and states that European equities may eventually be an opportunity for investors.

FA-Mag.com | 03/17/2022 | Kay Lynn Mayhue on Ways to Attract More Women to Your Practice

Merit President, Kay Lynn Mayhue, shares practical and profitable ways to attract more women to your financial advising practice.

Bank Rate | 03/09/2022 | Caleb Tucker on the Impact of Rising Interest Rates on Investments

Caleb Tucker, Director of Portfolio Strategy, comments on the impact of rising interest rates on stocks, crypto, and other investments.

WealthManagement.com | 03/04/2022 | Kay Lynn Mayhue on Plotting and Aggressive Growth Trajectory

Merit president, Kay Lynn Mayhue, discusses Merit's aggressive growth and the firm's multimillion-dollar investment in technology.

Investment News | 02/25/2022 | Rick Kent Gives 5 Essentials to Secure the Best Valuation for Your Firm

Merit Founder & CEO, Rick Kent, gives 5 essentials that every seller should institute to secure the best valuation of their firm.

GoBankingRates | 02/24/2022 | Sean Moore Shares Insight on How to Become A Millionaire in Ten Years or Less

Sean Moore, Wealth Manager, provides expert tips on how to become a millionaire by saving as much as you can, while you can.

GoBankingRates | 02/22/2022 | Renora Nelson Discusses 5 Financial Habits Every Woman Should Pick Up

Renora Nelson, Wealth Manager, discusses 5 easy habits all women should pick up to benefit current and future finances.

HerMoney | 02/14/2022 | Emily Boothroyd Explains 4 Ways Companies are Passing Along Inflation Costs

Emily Boothroyd, Wealth Advisor and Partner, explains how companies are passing on inflation costs to consumers, and how to mitigate the increase in price.

InvestmentNews | 02/07/2022 | Merit has been named a Best Places to Work For Financial Advisors for the fifth year in a row

For the fifth consecutive year, Merit has been recognized by InvestmentsNews as one of the best places to work for financial advisors.

RIA Edge | 01/12/2022 | Merit's Kay Lynn Mayhue on Building A National Wealth Management Firm

Merit president, Kay Lynn Mayhue, provides a look at the firm's recent acquisitions and future growth strategy.

City Wire USA | 01/10/2022 | Merit Pulls Off $2bn Double Deal as it Eyes Big 2022 Growth

Merit Financial Advisors completes merger with Biltmore Capital Advisors and Stone Creek Capital Management, enhancing presence in South Florida and New Jersey.

2021

Business Insider | 12/28/2021 | David Elder speaks about making financial decisions based on your tax bracket

David Elder, Wealth Manager and Partner, spoke with Business Insider about the importance of knowing your tax bracket and how it can influence financial planning decisions.

GoBankingRates | 12/10/2021 | Carly Hensley explains 6 ways women can invest in themselves

Carly Hensley, Wealth Manager and Partner, recently spoke with GoBankingRates to discuss the importance of women investing their time and funds wisely.

CNBC | 11/23/2021 | Scott Meyer discusses what the 4% rule is and how can it help you save for retirement

Scott Meyer, Wealth Manager and Partner, says this simple rule can be a good way to start thinking about your retirement goals.

Investor's Business Daily | 10/01/2021 | Andy Lubben speaks about the importance of making sure a client understands the investing process and makeup of their portfolio.

Andy Lubben, CFP®, Regional Director and Partner, recently spoke with Investor's Business Daily about the importance of making sure a client understands the investing process and makeup of their portfolio.

InvestmentNews | 09/01/2021 | Kay Lynn Mayhue Discusses Four Key Olympic Lessons for Advisors

Each of these moments, and the countless others that made the Tokyo Olympics so memorable, provide important learning opportunities across disciplines, including for those of us in the financial services space. Here are the top four lessons I walked away with and will strive to instill in my team.

Inc. Magazine | 08/17/2021 | Merit Financial Advisors recognized on Inc. 5000 Top Growing Companies

Merit Financial Advisors is thrilled to have earned a place on the Inc. 5,000 Fastest Growing Companies list for the 2021 award year. The list is a round-up of the top private companies in the country that have successfully achieved growth in the last several years.

Rethinking65 | 08/04/2021 | Zac Beckerley discusses C-Suite Executive Retirement Plans

Zac Beckerley, Wealth Manager here at Merit, was recently featured by Rethinking65 discussing the top takeaways for advisors when working with this group.

Business Wire | 08/02/2021 | Merit Financial Advisors has purchased Consilium Financial

$5.6bn Private Equity-backed hybrid buys Atlanta practice. Merit Financial Advisors, an affiliate of Wealth Partners Capital Group and HGGC, has purchased $291m Consilium Financial.

In the News

Accolades

News

MarketWatch | 12/8/2025 Your estate plan needs to be absolutely airtight. Here’s how to avoid mistakes.

Barrons.com | 11/21/2025 Merit Financial Advisors Picks Up Former Commonwealth Team With $1.2 Billion in Illinois

WealthManagement.com | 11/06/2025 Merit Buys $715M Wisconsin Firm in Wake of Constellation Stake

AdvisorHub | 09/23/2025 Merit Named One of AdvisorHub's RIA Firms to Watch in 2026

CityWire | 08/19/2025 Merit Announces Strategic Partnership with $860m ex-Commonwealth practice

PR Newswire | 08/08/2025 Merit Announces Strategic Partnership with Second Half Financial Partners, LLC First Responders Division expanding presence in Florida

PR Newswire | 06/26/2025 Merit Financial Advisors Partners with AMP Wealth Management and Expands Its Midwest Footprint

Merit Financial Advisors | 06/13/2025 Merit Expands Pacific Northwest Presence Through Partnership with Olympic Wealth Management

PR Newswire | 06/03/2025 Merit Partners with RCM Investments and Opens First Office in Utah

CityWire | 04/25/2025 $12bn Merit acquires $597m YouTube-famous RIA

Merit Financial Advisors | 04/11/2025 Partners with Bill Spalding Wealth Management

PR Newswire | 03/18/2025 Partners with Sanctuary Wealth Management and Fiduciary Services; Adds First Office in Idaho

Merit Financial Advisors | 01/24/2025 Partners with Pillar Wealth Management Co., Adding Two New Offices in Wisconsin

Three Rivers Bank of Montana | 01/06/2025 Announces Strategic Alliance with Merit Financial Advisors to Launch Wealth Management Division

GOBankingRates | 12/14/2024 Roth vs. Traditional, 401(k) vs. IRA: The Best Account To Use at Every Age

PR Newswire | 12/10/2024 Merit Financial Advisors Joins Forces with Trinity Financial Partners to Expand its presence in Pennsylvania.

FinancialPlanning | 11/19/2024 How consolidation is testing fiduciary duty in RIAs.

InvestmentNews | 11/05/2024 Make client problems your problems, Merit Financial Advisors CEO says.

Financial Planning | 11/05/2024 The Ladder: Kay Lynn Mayhue on having the guts to change paths.

GoBankingRates | 10/12/2024 Navigating Financial Planning During Major Life Changes.

Barron's | 10/05/2024 A Spouse's Death Brings a Financial Jolt. How to Prepare.

Merit Financial Advisors | 08/19/2024 Merit Partners with Kizer and Associates to Expand Presence in Midwest.

WealthManagement.com | 08/16/2024 Chief Investment Officer, Brian Andrew, featured in 2024 Mid-Year Outlook.

Merit Financial Advisors | 07/31/2024 Merit Partners with Westfield Financial Planning to Expand Presence in New Jersey.

Merit Financial Advisors | 03/27/2024 Merit Partners with Access Investment Advisors to Expand Presence in Wisconsin.

WealthManagement.com | 03/13/2024 Merit Financial Advisors Buys $542 Million AUM Viren & Associates.

PR Newswire | 03/06/2024 Merit Financial Advisors Announces Strategic Collaboration with the Pioneers Volunteer Network.

PR Newswire | 02/22/2024 Merit Financial Advisors Introduces Merit Amplify, Private Equity Uncovers the Money in Money Management.

Middle Market Growth | 02/06/2024 Private Equity Uncovers the Money in Money Management.

GoBanking Rates | 01/16/2024 Retirement Spending 2024: Is the 4% Rule Still the Best Guide.

PR Newswire | 01/12/2024 Merit Financial Advisors Hire Brian Andrew as Chief Investment Officer.

U.S News | 12/28/2023 | Should You Include Your Home in Your Net Worth?

Merit Financial Advisors | 12/20/2023 | Merit Financial Advisors Partners with EJS Wealth Management to Expand Presence in Colorado.

GO BankingRates | 12/18/2023 | Charitable Giving: 5 Strategies to Consider That Do Good and Make the Most Financial Sense.

CBS MoneyWatch | 12/18/2023 | Should you move all of your money to a short-term CD?

Archive

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