Merion Wealth Partners Strengthens Executive Team with Two Additions

Tools

James Barnash, Past President of the Financial Planning Association, joins firm

BERWYN, Pa.--(BUSINESS WIRE)-- Merion Wealth Partners today announces the addition of James (Jim) Barnash, CFP® to the firm’s executive team. Barnash, a past president of the National Board of the Financial Planning Association, will serve as a Senior Vice President for the year-old advisor owned, independent wealth management firm.

Concurrent with Barnash’s arrival, Merion announces the appointment of Toni Neff as Chief Compliance Officer.

“The arrival of these executives is an important step in our objective of building a first-class organization. We are confident the collective expertise Jim and Toni bring to our organization will allow us to better serve our advisor partners,” asserts Richard Hughes, President and CEO of Merion Wealth Partners. “The additions come at an exciting time as we prepare to integrate several new advisor partners onto our platform.”

Barnash, who has more than three decades of financial advisory industry experience, was National Director for Financial Planning at Ameriprise earlier in his career. He brings the dual vision of a practitioner and an industry leader to Merion Wealth Partners. Barnash is expected to use his experience and expertise to guide advisor partners through the transition process and work with them to grow and enhance their wealth management services.

“After 30 years in the financial services business, joining Merion at this stage in its development is an exciting challenge for me. I look forward to being a resource to the firm’s advisor partners as well as a bridge to advisors looking for a better platform for their business,” states Barnash.

Neff, who holds a dual MBA and JD from Temple University, will use her extensive compliance experience in her new role as Chief Compliance Officer to ensure all facets of Merion and its partners are aligned with industry policies and regulations. Prior to joining Merion, Neff was Chief Compliance Officer for Commonwealth Shareholder Services, Inc. and Citco Mutual Fund Services, Inc.

“One of the challenges advisors have in this business environment is to ensure effective, cost-efficient adherence to compliance standards for the benefit of their clients and for their firms. I’m personally excited to help them meet this challenge as they integrate onto our platform,” asserts Neff.

About Merion Wealth Partners

Merion Wealth Partners, LLC is an advisor-owned partnership of independent wealth management firms headquartered in suburban Philadelphia and Los Angeles. Merion focuses on providing best-of-breed solutions that empower its advisor partners to dramatically improve profitability, grow faster, and preserve their legacy through flexible advisor-ownership options.

In addition, Merion provides both financial and human capital resources that enable an expanded set of growth avenues traditionally unavailable to independent practices. Merion’s business is built on the conviction that independent advisors deserve the same benefits and access to resources that are available to their institutional counterparts.

The executive management team and board of managers are both compromised of successful professionals from the financial services industry including asset management, risk management, banking and private equity.

For more information, please visit www.merionwealth.com.