Merit Financial Advisors Acquires Moldenhauer & Associates
October 8, 2026
Merit Financial Advisors acquired Moldenhauer & Associates, a wealth management firm based in Orchard Park, New York, overseeing about $1.1 billion in client assets and nearly 1,900 households. The acquisition expands Merit’s presence in the Buffalo and Western New York market, with Brett Moldenhauer and the firm’s 12 employees joining Merit and remaining in their Orchard Park office.
- Buyers
- Merit Financial Advisors
- Targets
- Moldenhauer & Associates
- Sellers
- Brett Moldenhauer
- Industry
- Wealth Management
- Location
- New York, United States
- Transaction Type
- Buyout
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