Announced
Synopsis
Focus Partners Wealth, an interdependent partnership of wealth management, agreed to acquire Merriman Wealth Management, a wealth management firm. Financial terms were not disclosed. “Merriman has earned a reputation for helping clients not only overcome the challenges they face but also surpass their expectations for what’s possible when it comes to planning their financial futures. From their tailored financial planning and investment management capabilities to their high-touch service approach, Merriman shares our philosophy of putting clients’ interests and their evolving needs first, and we’re thrilled to welcome their team of like-minded advisors into the fold,” Adam Birenbaum, Focus Partners Wealth CEO.
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