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Our Partners
Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta

Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta

by Katie Copeland | Dec 6, 2023 | Merit

25 tax tips for RIA M&A deals and other small business sales

25 tax tips for RIA M&A deals and other small business sales

by Katie Copeland | Nov 27, 2023 | WPCG

Waverly Advisors Acquires Prosper Financial Advisers

Waverly Advisors Acquires Prosper Financial Advisers

by Katie Copeland | Nov 14, 2023 | Waverly

EP Wealth Advisors® Adds Prolific Deal Maker Kyle Miller as Head of M&A, Boosts Berkshire to CAO and Bolsters Project Management Capabilities

EP Wealth Advisors® Adds Prolific Deal Maker Kyle Miller as Head of M&A, Boosts Berkshire to CAO and Bolsters Project Management Capabilities

by Katie Copeland | Nov 9, 2023 | EP

Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta

Neuberger Berman Capital Solutions Completes Capital Partnership with Merit Financial Advisors

by Katie Copeland | Oct 24, 2023 | Merit

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