Merit Financial Acquires $542M WA RIA

Merit Financial Advisors has acquired Viren and Associates, based in Spokane, Washington. The firm oversees approximately $542 million in assets.

Viren and Associates was founded by Paul Viren and Beth Viren, specializing in financial planning, retirement plans, and insurance services including life and disability insurance, as well as group employee benefits. Alongside the Virens, two additional financial planners and client support professionals will join Merit as part of the acquisition.

This acquisition marks Merit's 25th, indicating a strategic growth path through mergers and acquisitions. The integration of Viren and Associates enhances Merit's service offerings and ability to reach a wider market.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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