Merit Financial Advisors Acquires Blueprint Wealth Advisors

Merit Financial Advisors Acquires AMP Wealth Management

June 24, 2025

Financial Services

Merit Financial Advisors, a Georgia-based wealth management firm, has acquired AMP Wealth Management of Whitefish Bay, Wisconsin, adding $365 million of assets and expanding Merit's Midwest footprint with a seventh office in Wisconsin. AMP's founder Dr. Jerome Mahalick and his team will join Merit, and AMP's dividend-focused investment strategy will be integrated into Merit's platform; financial terms were not disclosed.

Merit Financial Advisors Acquires Global Wealth Advisors

August 18, 2025

Wealth Management

Merit Financial Advisors, an Atlanta-based wealth management firm, acquired Global Wealth Advisors, adding approximately $860 million in client assets and six office locations. The transaction, finalized Aug. 18, 2025, expands Merit's footprint in Texas and bolsters its national advisory team as GWA advisors join Merit.

Merit Financial Advisors Acquires ClearBridge Wealth Management

December 6, 2023

Wealth Management

Merit Financial Advisors has acquired ClearBridge Wealth Management, an Atlanta-based wealth advisory firm led by founder Preston Byers, adding approximately $300 million of client assets. The deal expands Merit's presence in the Atlanta market and brings Preston Byers and his operations and client support team into Merit as partners and advisors.

Merit Financial Advisors Acquires Safeguard Wealth Management

April 25, 2025

Wealth Management

Merit Financial Advisors acquired Safeguard Wealth Management, a fully virtual financial planning firm, in a deal finalized April 25, 2025. The acquisition adds approximately $597 million of assets and enhances Merit's digital marketing and content capabilities through Safeguard's successful YouTube platform; Safeguard co-founders Eric Sajdak and Anthony Hellenbrand will join Merit.

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 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.