US-based financial advisory firm Merit Financial Advisors has completed its acquisition of Obsidian Planning Solutions for an undisclosed sum. This is Merit’s 50 th acquisition, which adds $476m in ...

ATLANTA, Aug. 20, 2025 /PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for ...

Merit Financial Advisors, an Atlanta RIA overseeing some $20 billion in assets, announced today that it has acquired Obsidian Planning Solutions, a Maryland firm with $476 million in client assets.

You’ve spent years building a successful advisory practice. But have you taken the time to protect what you’ve built and plan for what’s next? Whether you’re thinking about retirement, planning for ...

While Merit is acquiring SSC Wealth's advisory business, assets, and employees, the broader significance of the transaction lies in the long-term strategic partnership formed between Merit Financial ...

Merit Financial Advisors and Prime Capital Financial are extending their tax capabilities as they each mark their first move for the 2026 deal season. Merit expands tax planning footprint with SSC ...

We’re heading into the thick of the $90 trillion “Great Wealth Transfer,” which will see millions of people belonging to the Gen X, millennial and Gen Z cohorts inherit money from their boomer loved ...