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Merit expands in Pennsylvania with Hershey Wealth acquisition

Summary by Private Banker International

Merit Financial Advisors has acquired Hershey Wealth Advisors, establishing its fifth office in Pennsylvania, US. Financial details of the deal were not revealed. This move boosts Merit’s assets by $233m and expands its reach within the state. Hershey Wealth Advisors offers financial planning and investment management services. It also assists with individual, state, and local income tax returns while offering long-term care and disability insur…

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Private Banker International

Merit expands in Pennsylvania with Hershey Wealth acquisition

Merit Financial Advisors has acquired Hershey Wealth Advisors, establishing its fifth office in Pennsylvania, US. Financial details of the deal were not revealed. This move boosts Merit’s assets by $233m and expands its reach within the state. Hershey Wealth Advisors offers financial planning and investment management services. It also assists with individual, state, and local income tax returns while offering long-term care and disability insur…

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Private Banker International broke the news in 11 days ago on Wednesday, February 12, 2025.

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