Berwyn-based Trinity Financial Partners completed its merger with Georgia-based financial advisory firm Merit Financial Advisors on Dec. 6. Terms were not disclosed.
“We are thrilled to join Merit, as this partnership will provide us with enhanced resources and support for the next phase of our growth,” Robyn Jameson, Trinity Financial Partners CEO, said. “Finding the right partner is challenging, but I’m deeply grateful to have found Merit, a firm that shares our values and commitment to client service. With Merit’s support, we will be able to offer even more comprehensive resources and strengthen our relationship with clients.”
Jameson will serve at Merit as managing director, partner, and wealth manager and will be joined by her client support and operations team.
Trinity was a female-owned firm offering investment management, financial planning, retirement planning, legacy planning, risk protection and charitable giving strategies. Its addition adds $603 million to Merit’s assets and is its third office in Pennsylvania.
It also is its 29th partnership since December 2020.
Merit Financial Group does business as Merit Financial Advisors. As of June 30, it managed $11.84 billion in assets and operated more than 40 offices nationwide.
In August, Merit acquired Illinois-based Kizer & Associates, adding approximately $180 million in assets.