Merit Acquires Moldenhauer
Merit Financial Advisors (“Merit”) announced on, October 7, 2026, its acquisition of Moldenhauer & Associates (“Moldenhauer”). Under the terms of the transaction, which closed on September 25, 2026, Moldenhauer head, Brett Moldenhauer, and Moldenhauer’s 12 employees will join Merit. Further, the Moldenhauer team will remain in their existing office. Additional terms of the deal were not disclosed.
Merit, based in Atlanta, is a hybrid registered investment advisor that provides financial planning and wealth management for high-net-worth individuals and families. Merit manages approximately $32.92 billion in client assets.
Moldenhauer, based in Orchard Park, New York, is a wealth management firm that specializes in retirement planning. Moldenhauer has approximately $1.1 billion in assets under management.
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