CINCINNATI--(BUSINESS WIRE)--Today, the leadership team from Midwest Financial Partners announced the group’s formation of the independent registered investment advisory firm Octavia Wealth Advisors ...

Merchant Investment Management, a New York City-based investment firm that provides growth capital and other support to independent financial services firms, is adding valuation services for ...

Summit Financial, a preeminent investment advisory firm offering integrated wealth management and planning services, in collaboration with Merchant, announced the addition of Signet Financial ...

Merchant Investment Management, a New York-based private partnership that provides growth capital and other support to independent financial services firms, has taken a minority stake in Validus ...