Private Client Group
Private Client Group Joins Forces with Merit Financial Advisors Effective May 8, 2026.
We are excited to announce the next phase of our firm: the acquisition between Private Client Group and Merit Financial Advisors. Our same team and resources are here for you, but now include expanded support and services. We are dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your partnership, and look forward to serving you for years to come! Connect with our Private Client Group team below or call us at our office: 973.285.3637
About Private Client Group
Our passion is based on how deeply we care about the commitment we make to every family we work with. We take the time to understand not only your investments, but your entire financial picture, as well as you as an individual. Because life’s dynamic circumstances place each of us in varying and unique situations, we take the time to periodically and systematically review where you are today compared with where you want to be, both in your financial affairs and overall, in order to best help you get from here to there.
Our clients are individuals and families typically experiencing a situation of financial transition. They have accumulated substantial wealth and therefore require the detailed and high level financial planning we bring to the table.
About Merit
Merit is your trusted financial partner, providing the support you need to navigate life’s challenges, transitions, and victories.
We are committed to providing holistic financial planning and wealth management solutions, prioritizing deep relationships, and implementing solutions that help you achieve your financial goals.
Our mission is to enrich the lives of those we serve, through building the wealth management firm of the future.
Resources
At Merit, we’re dedicated to helping you grow, protect, and preserve your wealth with confidence. By combining innovation with professional experience, we utilize cutting-edge tools, advanced technology, and secure financial solutions to support your goals. Our website offers a comprehensive suite of resources, from educational articles and financial planning tips to interactive calculators and real-time market updates, designed to empower you with the knowledge you need to make informed decisions about your financial future.
