Merit Financial Advisors Acquires Safeguard Wealth Management
Merit Financial Advisors, a Georgia-based financial advisory firm, has announced the acquisition of Safeguard Wealth Management. This strategic move enhances Merit’s digital marketing capabilities, particularly through Safeguard’s successful YouTube platform, and adds $597 million in assets to Merit’s portfolio.
Points:
- About Merit Financial Advisors:
- Specializes in financial planning and wealth management.
- Focuses on high-net-worth individuals, families, and life transition scenarios.
- About Safeguard Wealth Management:
- A fully virtual financial planning firm.
- Specializes in retirement, income, investment, and legacy planning.
- Boasts a strong digital presence with a popular YouTube channel.
- Acquisition Benefits:
- Addition of $597 million in assets to Merit’s portfolio.
- Strengthens Merit’s digital marketing capabilities.
- Expands resources to support Safeguard’s organic growth.
- Leadership Changes:
- Safeguard co-founders Eric Sajdak and Anthony Hellenbrand join Merit as Partners.
- Eric becomes Director of Content, and Anthony takes on the role of Regional Vice President.
- Strategic Importance:
- This acquisition marks Merit’s 36th since partnering with Wealth Partners Capital Group (WPCG) and HGGC’s Aspire Holdings platform in December 2020.
- Safeguard’s YouTube channel will amplify Merit’s focus on financial education.
The acquisition of Safeguard Wealth Management positions Merit Financial Advisors to continue expanding its digital footprint and enhance its financial planning services. The collaboration will allow both firms to leverage their expertise in retirement planning and digital content to better serve clients and drive growth.
