Merit Acquires Safeguard

INVESTMENT MANAGEMENT DEALS BLOG

May 28, 2025

 

On April 29, 2025, Merit Financial Advisors announced its acquisition of Safeguard Wealth Management.

Merit Financial Advisors (“Merit”) announced on, April 29, 2025, its acquisition of Safeguard Wealth Management (“Safeguard”). Under the terms of the deal, which closed on April 25, 2025, Safeguard co-founders Eric Sajdak and Anthony Hellenbrand will join Merit as Partners and Director of Content and Regional Vice President, respectively, along with the rest of their team. Further terms of the deal were not disclosed.

Merit, based in Atlanta, is a hybrid registered investment advisor that provides financial planning and wealth management for high-net-worth individuals and families. As of December 2024, Merit had approximately $12.27 billion in client assets, including $9.9 billion in advisory, $2.05 billion in brokerage assets and $332 million in assets under advisement.

Safeguard, based in Sheboygan Falls, Wisconsin, is a registered investment advisor and fully virtual financial planning firm, specializing in retirement, income, investment, and legacy planning. Safeguard has approximately $597 million in client assets.

To read the press release: please click here.

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