Company

Merit Financial Advisors

Merit Financial Advisors provides financial planning, wealth management, insurance and business advisory services.

About

Merit Financial Advisors serves individuals, families and business owners with financial planning, wealth management, insurance planning and business advice. Based in Alpharetta, US, the firm agreed to a minority stake acquisition by Constellation Wealth Capital in July 2025 from Neuberger Berman, Wealth Partners Capital Group and HGGC.

2Funding rounds

2Investors

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