Merit acquires $830 million Wisconsin team
Mersberger Financial Group will form the base of Merit’s new retirement plan business.
Merit Financial Advisors, an Atlanta-based wealth manager and super OSJ, has acquired Mersberger Financial Group, which manages $830 million and advises on $489 million in retirement assets from offices in Sheboygan Falls and Appleton, Wisconsin.
The firm's co-CEOs and co-COOs, Joshua and Zachary
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