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merit financial

Displaying 3 results

Topic
  • News
  • December 7, 2023

Merit acquires fellow Georgia-based firm managing $300M

ClearBridge Wealth provides investment management and financial planning.

Topic
  • News
  • April 5, 2022

Merit Financial acquires two Colorado firms

Tedstrom Wealth and I.M. Wealth Care are both in the Denver Area and add $381 million in assets to Merit.

Topic
  • News
  • January 10, 2022

Advisory firms managing $557 million merge into Merit Financial

Biltmore Capital and Stone Creek Capital are based in New Jersey and Florida.