Merit Financial Advisors
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Whitefish Bay-based AMP Wealth Management acquired by Georgia-based firm
Merit Financial Advisors has acquired AMP Wealth Management, expanding its Midwest footprint and adding $365 million in assets.
Scale, succession driving wealth management consolidation
Merit Financial Advisors entered the Wisconsin market in August 2022 by acquiring Sheboygan Falls-based Mersberger Financial Group. The Georgia-based...
