Portfolio
Merit Financial Group
Status Current
Partnered Since 2020
Sector Financial Services
(“Merit”) is a hybrid SEC-Registered Investment Advisor, providing wealth and investment management services for individuals and families.
Merit is a hybrid SEC-Registered Investment Adviser based in Alpharetta, GA, with additional offices throughout the U.S. Merit seeks to establish, educate and satisfy the financial goals of its clients and provide community for its Independent Advisor Partners through meaningful relationships, expanded capabilities and synergies needed to catapult growth. HGGC invested in Merit through its Aspire Holdings platform.
