Merit Acquires Specialized Team from Second Half

INVESTMENT MANAGEMENT DEALS BLOG

September 4, 2025

On August 8, 2025, Merit Financial Advisors announced that it acquired a specialized team from Second Half Financial Partners.

Merit Financial Group, LLC, d/b/a/ Merit Financial Advisors (“Merit”), announced, on August 8, 2025, that it acquired a specialized team from Second Half Financial Partners, LLC (“Second Half”). Second Half’s Senior Partner and Majority Owner, Mike Fitch, will join Merit as a Wealth Manager and Partner. The merger was finalized on August 6, 2025, adding $225 million to Merit’s assets and Merit’s fifth office in Florida. Further terms of the transaction were not disclosed.

Merit, based in Atlanta, Georgia, is a registered investment advisor and wealth management firm that specializes in financial planning and wealth management for high-net-worth individuals and families. As of June 30, 2025, Merit managed approximately $19.94 billion in assets.

Second Half, based in Sebring, Florida, offers investment and retirement services for Florida’s first responders such as firefighters and law enforcement professionals.

To read the press release: please click here.

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