Merit notches 19th deal since taking PE capital
The acquisition of Planned Futures, which manages $460 million, expands Merit's footprint in Pennsylvania.
Merit Financial Advisors has announced the acquisition of Planned Futures, a Williamsport, Pennsylvania-based advisory firm managing $460 million.
The deal represents the 19th acquisition for Atlanta-based Merit since it took a minority investment in December 2020 from Wealth Partners Capital Gro
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