Merit Financial Advisors Acquires $586 Million Firm Strategic Retirement Plans
By Amit Chowdhry ● Apr 11, 2026
Merit Financial Advisors, a Georgia-based wealth management firm, announced that it has acquired Strategic Retirement Plans, an independent advisory firm headquartered in Billings, Montana, with an additional office in Gillette, Wyoming. The transaction adds approximately $586 million in total client assets to Merit’s platform and strengthens its footprint in key Western markets.