Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, has acquired Consilium Financial Group (“Consilium”). The acquisition expands Merit’s presence in its headquarters of Atlanta and enhances the firm’s financial planning capabilities.
Consilium is a comprehensive financial planning and wealth management firm based in Roswell, Georgia. Founded by Kirk Wilkerson, CIMA®, CFF, and Andy Lubben, CFP®, the firm provides risk management, tax planning, estate planning and investment services for high-net-worth individuals and families. Consilium first aligned with Merit in 2015 through its Independent Advisor Partner Program, integrating with the firm’s investment offerings and operational support. The acquisition allows Consilium team members and clients to access Merit’s full suite of services, resources and solutions. The entire Consilium staff will join Merit, with Wilkerson and Lubben each assuming the role of Regional Director. The firm manages $291 million in client assets.