Merion Capital Group
Financial ServicesPennsylvania, United States11-50 Employees
Merion Capital Group operates in the financial services industry from Wayne, Pennsylvania. The firm was created to offer a compliant yet flexible platform that supports a broad mix of institutional and individual products and services. It remains independently owned and financed by its founders, and it is not tied to any single platform, fund family, or annuity company. The firm evaluates products and providers to present suitable options for clients, rather than aligning with a particular vendor. To execute trades, Merion works with several outside brokers for equity and fixed income, choosing partners based on competitive rates and their ability to achieve best execution for clients. The client base includes both institutional and individual customers seeking a flexible, regulation-conscious platform in the financial services space.