Merit Financial Advisors buys SSC Wealth

Merit Financial Advisors, based successful Georgia, has acquired SSC Wealth, the wealthiness absorption limb of SSC CPAs + Advisors for an undisclosed sum.

SSC Wealth oversees astir $259.6m successful assets.

The institution chiefly works with high-net-worth individuals and concern owners, with a absorption connected taxation readying and concern valuation.

As portion of the deal, 4 members from SSC Wealth volition determination Merit Financial Advisors.

Among them are Bert Falley, who volition proceed arsenic wealthiness manager and partner, and Michele Hammann.

Hammann volition go determination vice president and spouse astatine Merit Financial Advisors portion remaining main strategy serviceman astatine SSC CPAs + Advisors.

Her caller responsibilities volition see fostering collaboration betwixt the CPA squad astatine SSC and Merit's advisers.

SSC CPAs + Advisors CEO Brian Lang said: "Merit's people, values, and squad attack to advising reflector our own, and that alignment yet benefits the clients we serve.

"This concern volition fortify our quality to enactment clients with deeper wealthiness absorption expertise and broader capabilities, which propels our quality successful helping clients execute their fiscal goals."

This acquisition is the archetypal for Merit successful 2026 and represents its 53rd overall.

The firm’s erstwhile acquisition was BluePrint Wealth Advisors, which brought much than $1.2bn successful assets nether absorption and expanded Merit’s scope into the Chicago area.

Merit said that though it is taking implicit SSC Wealth’s advisory services, assets, and staff, the deeper value of the woody is successful besides establishes the semipermanent confederation betwixt its concern and SSC CPAs + Advisors.

SSC CPAs + Advisors remains autarkic and employee-owned. The steadfast employs implicit 95 professionals with acquisition successful taxation planning, concern succession, and accounting for analyzable cases.

The concern volition supply Merit's clients with entree to precocious taxation readying and concern advisory resources from SSC, portion clients of SSC volition beryllium capable to usage Merit's wealthiness absorption services much easily.

Merit expect that the narration volition enactment Merit's relation successful custodial referral programmes, wherever broad taxation readying is often needed by clients.

Merit CEO Rick Kent said: "This is not a accepted acquisition.

"This is astir integrated growth, differentiation, and doing what's champion for clients. We judge profoundly successful staying existent to our halfway country of focus, broad wealthiness management. Rather than bringing our taxation services exclusively in-house, we are besides partnering with 1 of the astir respected CPA firms successful the state truthful our clients tin payment from their expertise."