Running an independent wealth management firm with 70 to 80 advisors sounds like a massive operation, but Paul Beideman, the chairman and chief executive officer of newly formed Merion Wealth Partners, wants to ensure that each advisor has a personable relationship with his or her clients.
Merion actually just got off the ground. Right now, it has a group of seven advisors in its Berwyn, Pa., headquarters, but it is actively recruiting seasoned advisors who service affluent and high-net-worth families.
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