Who We Are
“Merion Wealth Partners, LLC is a full-service wealth management firm focused on serving the unique needs and challenges of the independent financial advisor.”
Merion provides best in breed solutions that enable financial advisors to maximize growth and profitability through a flexible advisor-ownership model. Merion’s scale allows advisors to ensure succession and achieve large company valuations otherwise unavailable to them as independent owners.
- SEC Registered Investment Advisor and FINRA registered Broker Dealer (MerCap Securities)
- Skilled and experienced management team with an outstanding track record in the industry.
Together with our financial partner, Ash Brokerage, one of the premier insurance brokers in the country, we have created an advisor-owned firm focused on the underserved independent channel.