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.

Targets
Second Half Financial Partners, LLC (First Responders team)
Sellers
Second Half Financial Partners, LLC
Location
Florida, United States
Transaction Type
Buyout

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