Announced

Completed

Merit Financial Advisors completed the acquisition of Yeomans Consulting Group.

Synopsis

Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions, completed the acquisition of Yeomans Consulting Group, a Marietta, Georgia-based wealth management firm. Financial terms were not disclosed. "This acquisition underscores our commitment to strategic growth and the continued expansion of our partnership with SEI. Yeomans has built an impressive advisory business with strong leadership continuity across generations. We're excited to support their next chapter of expansion, providing enhanced capabilities for their clients and ongoing growth opportunities for their staff," Tyler Vernon, Merit Financial Advisors Managing Principal.

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MergerLinks - Merit Financial Advisors completed the acquisition of Yeomans Consulting Group.