Merit Financial Advisors acquires Obsidian Planning Solutions
Yahoo Finance·2025-10-09 11:36
US-based financial advisory firm Merit Financial Advisors has completed its acquisition of Obsidian Planning Solutions for an undisclosed sum. This is Merit’s 50th acquisition, which adds $476m in assets and establishes its first two offices in Maryland, located in Rockville and Columbia. Obsidian focuses on business succession planning and offers financial planning services tailored for business owners. The partnership with Merit would provide Obsidian with enhanced operational scale and enhanced marke ...