Tag : Merit Financial Advisors

Merit Financial Advisors Acquires Obsidian Planning Solutions
Finance News

Merit Financial Advisors Acquires Obsidian Planning Solutions

PR Newswire
Milestone 50th acquisition strengthens firm’s business succession planning offering, adds $476 million in assets and opens two new offices in Maryland 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 that......
Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence
Investment Services News

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence

PR Newswire
Growing RIA firm adds $460 million in assets under management Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced it has partnered with Planned Futures, LLC. Planned Futures, based in Williamsport, Pennsylvania, will expand Merit’s......
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