Merit Acquires Financial Analysts


July 7, 2023

On June 21, 2023, Merit Financial Advisors announced the acquisition of Financial Analysts.

Under the terms of the transaction, Merit Financial Advisors (“Merit”) announced that it acquired the North Carolina firm Financial Analysts (“FA”). Merit Partner Kelly Straub will lead the newly added team from FA. Financial and legal terms of the deal were not disclosed.

Merit, based in Georgia, is a registered investment advisor that provides financial planning and wealth management for high-net-worth individuals and families. Merit has over $6.5 billion in assets under management.

FA, based in Raleigh, North Carolina, is a registered investment advisor. FA manages over $100 million in client assets.  

To read the press release: please click here.

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