On December 10, 2024, Merit Financial Advisors announced its merger with Trinity Financial Partners.
Merit Financial Advisors (“Merit”) announced on December 10, 2024, that it merged with Trinity Financial Partners (“Trinity”) in a transaction finalized on December 6, 2024. As part of the transaction, Robyn E. Jameson, CFP, CLTC, will assume the role of Managing Director, Partner and Wealth Manager at Merit. Further terms of the deal were not disclosed.
Merit, based in Atlanta, Georgia, is a hybrid registered investment advisor that provides financial planning and wealth management for high-net-worth individuals and families. As of June 2024, Merit had approximately $11.84 billion in client assets, including $8.8 billion in advisory, $2.8 billion in brokerage assets and $253 million in assets under advisement.
Trinity, based in Berwyn, Pennsylvania, is an independent financial advisory firm focused on comprehensive planning, including investment management, retirement planning, education planning, estate planning, insurance planning and charitable giving. As of December 2024, Trinity had approximately $603 million in client assets.
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