Merit Financial Advisors Acquires Obsidian Planning Solutions

Merit Financial Advisors Acquires Olympic Wealth Management

June 13, 2025

Financial Services

Merit Financial Advisors, a Georgia-based wealth management firm, has acquired Bothell, Washington-based Olympic Wealth Management, adding $204 million of assets and a fifth Washington office. The merger, finalized June 13, 2025, brings Olympic’s advisors into Merit’s team to expand the firm’s Pacific Northwest presence and specialized service to Seattle–Tacoma aerospace clients.

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.

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 SSC Wealth LLC

January 20, 2026

Wealth Management

Merit Financial Advisors has acquired SSC Wealth LLC, the wealth management division of SSC CPAs + Advisors, adding approximately $259.6 million in AUM and transferring the advisory business, assets, and four employees to Merit. The deal formalizes a strategic partnership between Merit and SSC CPAs + Advisors to deepen coordination between wealth management and advanced tax planning for high-net-worth clients and business owners.

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 Consilium Financial Group

July 30, 2021

Wealth Management

Merit Financial Advisors, a Georgia-based wealth management firm, has acquired Consilium Financial Group of Roswell, Georgia, integrating Consilium’s staff and $291 million in client assets into Merit. The deal expands Merit's presence in the Atlanta market and strengthens its financial planning and wealth management capabilities; financial terms were not disclosed.