Merit Financial Group, LLC

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Merit Financial Group, LLC Overview

Type
Multi Family Office
Year Founded

General Information

Merit Financial Group, LLC is a multi-family office headquartered in Alpharetta, United States. Founded in 1998 by advisor Rick Kent, the firm grew out of his independent wealth-management practice and now provides investment advisory, financial planning and practice-management support to affluent families and independent advisors across the United States, overseeing billions in client assets—guiding intergenerational wealth planning.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Portfolio & Notable Allocations

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