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Merit Financial Advisors Acquires Obsidian Planning Solutions

Merit Financial Advisors Acquires Obsidian Planning Solutions

by Katie Copeland | Oct 8, 2025 | Merit

Merit Financial Advisors Acquires Obsidian Planning Solutions

Merit Financial Advisors Partners with Global Wealth Advisors, Adding $860 Million in Client Assets

by Katie Copeland | Aug 19, 2025 | Merit

Merit Financial Advisors Acquires Obsidian Planning Solutions

Merit Financial Advisors Announces Strategic Partnership with Second Half Financial Partners, LLC First Responders Division to expand its presence in Florida

by Katie Copeland | Aug 8, 2025 | Merit

Merit Financial Advisors Acquires Obsidian Planning Solutions

Merit Financial Advisors Announces New Minority Investment Partner, Fueling Next Chapter of Expansion

by Katie Copeland | Jul 8, 2025 | Merit

Merit Financial Advisors Acquires Obsidian Planning Solutions

Merit Financial Advisors Partners with AMP Wealth Management and Expands Its Midwest Footprint

by Katie Copeland | Jun 26, 2025 | Merit

Merit Financial Advisors Acquires Obsidian Planning Solutions

Merit Financial Advisors Expands Pacific Northwest Presence Through Partnership with Olympic Wealth Management

by Katie Copeland | Jun 17, 2025 | Merit

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