Merit Acquires Yeomans

INVESTMENT MANAGEMENT DEALS BLOG

March 25, 2026

On March 11, 2026, Merit Financial Advisors announced that it acquired Yeomans Consulting Group.

Merit Financial Advisors (“Merit”) announced, on March 11, 2026, that it acquired Yeomans Consulting Group (“Yeomans”). Under the terms of the transaction, Randy Yeomans, Chief Executive Officer of Yeomans, will join Merit as a Wealth Manager and Partner, and Nicholas Yeomans, President of Yeomans, will join Merit as a Wealth Manager and Partner. Further terms of the deal were not disclosed.

Merit, based in Atlanta, Georgia, is a registered investment advisor offering financial planning and wealth management services. As of January 2026, Merit managed approximately $24.69 billion in assets.

Yeomans, based in Marietta, Georgia, is a registered investment advisor offering wealth management services. Yeomans has approximately $434 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.