Merit Financial Advisors Acquires Viren and Associates

Merit Financial Advisors Acquires Union Financial Advisors, LLC

April 30, 2022

Financial Services

Merit Financial Advisors acquired Union Financial Advisors, LLC, adding three Oklahoma offices (Tulsa, Norman and Perry) and approximately $370 million in assets under management. The deal establishes Merit's presence in Oklahoma and expands its national footprint and AUM base.

Merit Financial Advisors Acquires Roth Asset Management

December 13, 2024

Financial Services

Merit Financial Advisors, a Georgia-based wealth management firm, has acquired Lake Oswego, Oregon–based Roth Asset Management, adding approximately $773 million of assets and expanding Merit's presence in the Pacific Northwest. Roth’s president, Steven B. Roth, will transition to a Wealth Manager role; financial terms were not disclosed and the deal closed December 13, 2024.

Merit Financial Advisors Acquires Blueprint Wealth Advisors

November 14, 2025

Financial Services

Merit Financial Advisors has acquired Blueprint Wealth Advisors, adding $1.2 billion in assets and expanding Merit's presence in Illinois and Wisconsin, including entry into the Chicago market. Blueprint’s managing partners Ryan Evans and Nick Wilkins will join Merit as Regional Directors and Partners; FP Transitions served as advisor and financial terms were not disclosed.

Merit Financial Advisors Acquires Safeguard Wealth Management

April 25, 2025

Wealth Management

Merit Financial Advisors acquired Safeguard Wealth Management, a fully virtual financial planning firm, in a deal finalized April 25, 2025. The acquisition adds approximately $597 million of assets and enhances Merit's digital marketing and content capabilities through Safeguard's successful YouTube platform; Safeguard co-founders Eric Sajdak and Anthony Hellenbrand will join Merit.

Merit Financial Advisors Acquires Mennenga Tax & Financial

October 31, 2025

Financial Services

Merit Financial Advisors has acquired Mennenga Tax & Financial, adding $715 million in client assets and more than 35 employees. Founder Marshall Mennenga will join Merit as Wealth Manager, Tax Advisor, and Partner; the deal expands Merit's tax planning and wealth management capabilities in Wisconsin and provides Mennenga access to Merit’s technology and resources. The transaction closed on October 31, 2025; financial terms were not disclosed and FP Transitions advised on the deal.

Merit Financial Advisors Acquires Sanctuary Wealth Management and Fiduciary Services

March 19, 2025

Wealth Management

Merit Financial Advisors has acquired Sanctuary Wealth Management, LLC and its subsidiary Fiduciary Services, LLC, expanding Merit's presence into Idaho and adding approximately $1.6 billion in assets. The deal brings Sanctuary's wealth management and ESOP/fiduciary capabilities onto Merit's platform; the three firm owners will join Merit as wealth managers.