Merit Financial Advisors Acquires First Responders Team from Second Half Financial Partners
August 12, 2025
Merit Financial Advisors acquired a specialized first-responders focused advisory team from Second Half Financial Partners, LLC, adding $225 million in client assets and establishing Merit's fifth Florida office in Sebring. The deal, finalized August 6, 2025, brings the team's lead advisor Mike Fitch into Merit as a Wealth Manager and Partner to expand the firm's presence and service offering for firefighters, law enforcement and other first responders across Florida.
- Buyers
- Merit Financial Advisors
- Targets
- Second Half Financial Partners, LLC (First Responders team)
- Sellers
- Second Half Financial Partners, LLC
- Industry
- Financial Services
- Location
- Florida, United States
- Transaction Type
- Buyout
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