Discover How to Transition Your Financial Practice with Confidence
Are you a financial advisor or firm owner considering the next step for your business? Meet Mike Ajango, a seasoned wealth manager with over 40 years of experience who successfully transitioned his independent firm, WealthPlan Financial, to partner with Merit Financial Advisors in 2023. In this video, Mike shares his journey—why he chose Merit for their robust support, equity opportunities, and aligned values—and the transformative impact on his business, team, and clients. If you’re exploring options to sell your financial practice while maintaining ownership and scaling with a trusted partner, this is a must-watch.