Merit Financial Advisors buys SSC Wealth

Core Insights - Merit Financial Advisors has acquired SSC Wealth, which manages approximately $259.6 million in assets, focusing on high-net-worth individuals and business owners [1] - This acquisition marks Merit’s first in 2026 and its 53rd overall, following the previous acquisition of BluePrint Wealth Advisors, which added over $1.2 billion in assets [3] Company Details - SSC Wealth will transition four members, including Bert Falley and Michele Hammann, to Merit Financial Advisors [1] - Hammann will serve as regional vice president and partner at Merit while continuing her role as chief strategy officer at SSC CPAs + Advisors [2] Strategic Importance - The acquisition establishes a long-term alliance between Merit and SSC CPAs + Advisors, enhancing the wealth management expertise and capabilities available to clients [4] - Clients of Merit will gain access to advanced tax planning and business advisory resources from SSC, while SSC clients will benefit from easier access to Merit's wealth management services [5] Leadership Perspective - Merit CEO Rick Kent emphasized that this acquisition is not traditional but focuses on organic growth and differentiation, aiming to provide comprehensive wealth management while partnering with a respected CPA firm [6]