Merit Financial Advisors Acquires Texas-Based Advisor
ATLANTA, Ga. — Dec. 16, 2021 — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, has acquired the business of Brian Fisher, an independent practitioner based in Arlington, Texas. Fisher expands Merit’s presence in its Southlake, Texas region.
Fisher started his financial services career in 1977, where he held positions in upper management with large institutions. He later co-founded RF Financial Group, where he worked for nearly 30 years. Fisher is a member of the Financial Planning Association and specializes in asset allocation, college funding, and retirement planning. He joins Merit as a wealth advisor.
This is Merit’s second acquisition since taking a minority growth investment in December 2020 from Wealth Partners Capital Group, a financial services holding company, and a group of strategic investors led by middle-market private equity firm HGGC. The investment will support Merit’s ongoing and strategic growth trajectory as it seeks to acquire like-minded advisors and teams.
The acquisition closed December 13, 2021. The financial and legal terms of the deal were not disclosed.
About Merit Financial Advisors
Merit Financial Group, LLC, doing business as Merit Financial Advisors (“Merit”), is a national wealth management firm that supports both the independent broker-dealer and RIA models. Based in Atlanta, Georgia, Merit has 24 additional offices throughout the U.S. and managed $5.6 billion in assets as of September 30, 2021 ($3.9 billion in advisory, $1.95 billion in brokerage assets and with $112 million in assets under advisement).
Merit’s mission is to establish and exceed the financial goals of its clients, while also providing its advisors and offices with practice management resources, an industry leading technology platform and the investment expertise needed to drive growth and deliver a superior client experience.
For more information, please visit www.meritfinancialadvisors.com.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC, Merit, Merit Financial Advisors are separate entities from LPL Financial.
About Wealth Partners Capital Group
Wealth Partners Capital Group (“WPCG”) is a financial services holding company, which has partnered with Merit Financial Advisors (“Merit”). WPCG supports Merit by identifying and integrating like-minded registered investment advisers and financial advisors who are seeking access to expanded business capabilities, strategic growth and customized transition solutions. The WPCG management team is led by partners John W. Copeland, Rich Gill and Sean Bresnan. For more information, please visit www.wealthpcg.com.