Merit Financial Advisors Enhances Growth by Acquiring Global Wealth Advisors with $860 Million in Assets

Strategic Acquisition Announcement

In a significant move aimed at boosting its growth, Merit Financial Advisors, based in Georgia, has announced the acquisition of Global Wealth Advisors (GWA), a firm recognized for its expertise in wealth management. This strategic partnership, which was finalized on August 18, 2025, will elevate Merit’s national presence by adding approximately $860 million to its portfolio. GWA’s established reputation for delivering tailored financial strategies to high-net-worth clients aligns seamlessly with Merit’s mission to enrich lives through exceptional service.

Expanding Footprint

With the acquisition, Merit Financial will establish new offices in prominent locations including Lewisville, San Antonio, Angleton, and Snyder in Texas, as well as Naples in Florida and Canonsburg in Pennsylvania. This expansion marks a pivotal step in enhancing Merit's operational capabilities within Texas, a key market known for its robust financial landscape. The integration of GWA not only signifies growth but positions the company strategically in one of its fastest-growing markets, consolidating Merit's commitment to excellence in financial advisory services.

A Legacy of Client-Centric Service

At the helm of GWA are Kris Maksimovich and Chris Powers, who will continue to lead as Regional Directors and Partners post-acquisition. Their journey began over 25 years ago alongside Merit’s President, Kay Lynn Mayhue, fostering a relationship rooted in trust and shared values. “Working together under the Merit brand is not just about merging two firms; it’s about continuing a legacy of client service and integrity,