Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, has announced its acquisition of Mennenga Tax & Financial. The acquisition adds $715 million in assets and expands Merit's capabilities for clients.
Based in Madison, Wis., Mennenga provides wealth management services, estate planning and comprehensive tax planning and preparation. The firm's integrated approach aligns with Merit's mission to deliver holistic financial guidance to clients. Through this partnership, Mennenga will gain access to enhanced technology, expanded resources and marketing tools to support continued growth and client service. In turn, Merit will strengthen its ability to serve clients with additional holistic wealth management expertise. Founder Marshall Mennenga will join Merit as wealth manager, tax adviser and partner, along with
