Merit Acquires Triad


October 28, 2022

On September 30, 2022, Merit Financial Advisors announced a strategic partnership with Triad Financial Strategies.

Under the terms of the transaction, Merit Financial Advisors (“Merit”) announced that it acquired Triad Financial Strategies (“Triad”). A team of advisors and service associates will join Merit from Triad, as will Triad’s founder Tait Lane. 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.

Triad, based in Seattle, is a registered investment advisor that offers wealth planning and investment management. Triad has $683 million in assets under management.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.