ATLANTA, GA, and BERWYN, PA — Merit Financial Advisors has merged with Trinity Financial Partners, a Berwyn-based financial planning firm, growing its operations and adding $603 million in assets under management. This merger establishes Merit’s third office in Pennsylvania and marks another step in the firm’s ongoing expansion.
Trinity, a female-owned firm with a strong reputation for personalized financial planning, offers services such as investment management, retirement planning, legacy planning, risk management, and charitable giving strategies. Trinity’s partnership with SEI has been a key part of its success, providing resources in asset management, technology, and operations.
Robyn E. Jameson, CFP®, CLTC, founder of Trinity, will take on the role of Managing Director, Partner, and Wealth Manager at Merit. She will lead the transition along with her seasoned client support and operations team.
“We are thrilled to join Merit, as this partnership will provide us with enhanced resources and support for the next phase of our growth,” said Jameson. “Finding the right partner is challenging, but Merit shares our values and commitment to client service. With their support, we can deepen client relationships and expand the resources we offer.”
This merger follows a series of significant partnerships for Merit, which has completed 29 acquisitions since receiving a minority investment in 2020 from Wealth Partners Capital Group and Aspire Holdings, a platform by HGGC. Earlier this year, Merit acquired Kizer & Associates, adding $180 million in assets and opening its first office in Illinois.
Tyler Vernon, Managing Principal at Merit, welcomed the team from Trinity. “Having Robyn’s team join us reinforces our commitment to providing clients with comprehensive, well-rounded care throughout all stages of their lives,” he said.
Erich Holland, Executive Managing Director of Client Experience at SEI, acknowledged Trinity’s longstanding partnership with SEI. “This evolution is exciting for Robyn, Trinity, and the Merit team. The work Trinity has done over the years has benefitted both their clients and the broader advisor community. We’re excited to continue this relationship in the next chapter,” he said.
The merger was finalized on December 6, 2024. Financial terms were not disclosed.
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