This marks Merit’s 57th acquisition as the firm continues its national expansion strategy of partnering with quality advisory teams to deepen its presence in key markets across the US.
Georgia-based Merit Financial Advisors (Merit), a financial advisory firm with financial planning and wealth management solutions, has acquired Strategic Retirement Plans, a Montana-headquartered independent wealth management firm. Gabe Lapito and Ryan Gomendi, owners and financial advisers at Strategic Retirement Plans, will join Merit Strategic Retirement Plans focuses on retirement income planning, with clients including individuals working in the region’s energy sector, inclu