Merit Financial Advisors Acquires Consilium Financial Group
July 30, 2021
Merit Financial Advisors, a Georgia-based wealth management firm, has acquired Consilium Financial Group of Roswell, Georgia, integrating Consilium’s staff and $291 million in client assets into Merit. The deal expands Merit's presence in the Atlanta market and strengthens its financial planning and wealth management capabilities; financial terms were not disclosed.
- Buyers
- Merit Financial Advisors
- Targets
- Consilium Financial Group
- Industry
- Wealth Management
- Location
- Georgia, United States
- Transaction Type
- Buyout
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