Merit Financial Advisors Partners with Zimmermann Investment Management & Planning and Establishes Fourth Office in Pennsylvania

by Katie Copeland | Jan 7, 2025 | Merit

Merit Financial Advisors Partners with Roth Asset Management and Expands Presence in Pacific Northwest

by Katie Copeland | Dec 17, 2024 | Merit

Apella Wealth Expands West Coast Presence with Addition of Young Wealth Management

by Katie Copeland | Dec 17, 2024 | Apella

Waverly Advisors Acquires Planning Capital Management

by Katie Copeland | Dec 17, 2024 | Waverly

Apella Wealth Expands East Coast Presence with Addition of Barker Financial Group, Inc.

by Katie Copeland | Dec 10, 2024 | Apella