Merit Financial Advisors Acquires Obsidian Planning Solutions
October 3, 2025
Merit Financial Advisors acquired Obsidian Planning Solutions, adding $476 million in client assets and opening two new offices in Rockville and Columbia, Maryland. The deal—Merit's 50th acquisition—deepens Merit's business succession planning capabilities as partners Patrick Carroll and Todd Feldman and their team join Merit; financial terms were not disclosed.
- Buyers
- Merit Financial Advisors
- Targets
- Obsidian Planning Solutions
- Industry
- Wealth Management
- Location
- Maryland, United States
- Transaction Type
- Buyout
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