Advantage Fiscal Team Companions With Union Money Advisors
ALPHARETTA, Ga.–(Company WIRE)–Benefit Fiscal Group, LLC (“Merit”), a hybrid registered expenditure adviser (“RIA”), is incorporating Union Monetary Advisors, LLC (“Union Financial”) to its Independent Advisor Partner system. The partnership builds on Merit’s new growth momentum and delivers Union Economical with greatest-in-course RIA companies and following-generation preparing. This is Merit’s to start with RIA companion in Oklahoma.
Union Economic is devoted to assisting its shoppers simplify their funds by building detailed financial programs that set them on a path to attain their plans. The company serves purchasers as a result of its exclusive tax-centric planning course of action that offers actionable steps with measurable success for clients’ economical programs. Union Economic will keep on to provide clients in Oklahoma and all through the country with the backing of Merit’s Impartial Advisor Spouse affiliation, which will gasoline the team’s progress and skill to serve clientele at an enhanced amount. Steven A. Henderson, CPA, PFS, CFP®, CKA®, Stephen P. Regouby, CFP®, Douglas R. Morris, CFP®, Doane F. Harrison, CPA, PFS, J. Blake Willcox, CFP® and Jana Ramsey-Weaver, CPA are all financial advisors at Union Financial and will sustain their present-day roles.
Kay Lynn Mayhue, CFP®, President of Benefit, says, “Our objective is to empower our RIA companions to expand by getting rid of operational burdens and positioning them to succeed in the unbiased channel. We are thrilled to lover with an recognized company like Union Economical that shares our philosophy in putting clients’ needs first. We believe that the team’s affiliation with Advantage will strengthen their main offerings, placing them in an even superior place to provide clients the hottest engineering and differentiated alternatives, as effectively as access to a large network of unbiased advisors.”
Merit has obtained considerable and strategic advancement in just the past 10 years, below the leadership of Main Executive Officer and Founder Rick Kent. The company has accomplished 9 acquisitions considering that 2012 and established a presence in 19 locations throughout the state. Merit’s special affiliation model is part of that development system of forging partnerships with like-minded advisors to guarantee collaborative success. Groups who join by way of Merit’s Impartial Advisor Lover affiliation retain their independence and regulate of their company, even though also getting growth assist and the option to outsource facets of the company these as technology, compliance, financial investment analysis, human methods and additional.
“We created the determination to husband or wife with Advantage for the reason that we truly believe that the consequence will be a better working experience for our clientele total,” remarks Henderson. “We’ve expended a long time cultivating our client interactions and earning their belief extended-time period, and this is the next action in illustrating to them that we are constantly doing work to improve and present them with the best sources available in the marketplace.”
Benefit not long ago partnered with Prosperity Associates Cash Team, LLC (“WPCG”) and a group of supporting traders led by HGGC, a business concentrated on partnerships with founders and administration, to fuel its ongoing development by using partnership with progress-oriented advisors.
Pay a visit to Merit’s website to study more: https://www.meritfinancialadvisors.com/
About Merit Fiscal Team
Benefit Monetary Team (“Merit”) is a hybrid SEC-Registered Expense Adviser primarily based in Alpharetta, GA, with 18 more offices all over the U.S. As of December 31, 2020, Merit’s belongings less than administration totaled more than $4.84 billion ($2.97 billion in advisory, $1.87 billion in brokerage assets) and $111 million in property underneath advisement. Advantage seeks to educate shoppers and establish and satisfy their economic aims, as properly as give a community for its Independent Advisor Partners by significant associations, expanded abilities and synergies.
About Prosperity Partners Money Team
Wealth Companions Capital Team (“WPCG”) is a money providers keeping firm, which has invested in and partnered with Benefit Economic Group (“Merit”). WPCG assists Benefit by figuring out and integrating like-minded registered expense advisers who seek obtain to expanded organization capabilities, strategic expansion and customized transition remedies. The WPCG administration staff is led by associates John W. Copeland, Prosperous Gill and Sean Bresnan. For much more data, make sure you go to www.wealthpcg.com.
About HGGC
HGGC is a foremost middle-market personal equity agency with over $5.4 billion in cumulative cash commitments. Primarily based in Palo Alto, Calif., HGGC is distinguished by its Advantaged Investing technique that allows the business to resource and get scalable enterprises as a result of partnerships with administration groups, founders and sponsors who reinvest along with HGGC, creating a powerful alignment of passions. Due to the fact its inception in 2007, HGGC has completed much more than 200 system investments, add-on acquisitions, recapitalizations and liquidity gatherings with an combination transaction benefit of over $28 billion. More details, which include a comprehensive checklist of recent and previous portfolio businesses, is out there at hggc.com.
Securities available by way of LPL Monetary, Member FINRA/SIPC. Expenditure suggestions provided by way of Benefit Fiscal Group, a registered investment adviser.
Advantage Money Team, Merit, Union Monetary Advisors, Wealth Partners Cash Team, HGGC and LPL Financial are individual entities.