Merit Financial Advisors Expands Reach with Acquisition of Blueprint Wealth Advisors

On November 21, 2025, Merit Financial Advisors, a prominent financial advisory firm based in Georgia, made headlines with its strategic acquisition of Blueprint Wealth Advisors, LLC. This acquisition marks a significant milestone for Merit as it adds a substantial $1.2 billion in assets to its portfolio, further establishing its presence in the financial advisory industry, particularly in the Chicago market.

The Details of the Acquisition

Merit Financial Advisors specializes in offering tailored financial planning and wealth management solutions aimed at high-net-worth individuals and families while also supporting those undergoing life transitions. With this new acquisition, Merit is poised to expand its reach into Illinois and Wisconsin, where Blueprint operates offices in Chicago, Rockford, and Fitchburg. The acquisition is seen as a strategic move to not only tap into new markets but also to reinforce its capabilities in serving ultra-high-net-worth clients.

Blueprint Wealth Advisors has built a strong reputation in the wealth management space, largely due to its proprietary planning process known as The Capstone Method. This methodology is recognized for its comprehensive approach to wealth management, which appeals to clients seeking personalized services. As part of this transition, the managing partners of Blueprint, Ryan Evans and Nick Wilkins, will join Merit as Regional Directors and Partners along with their dedicated team.

A Vision for Growth

Zach Mersberger, Managing Principal and Partner at Merit, emphasized the critical nature of this acquisition in their growth strategy. He stated, "Bringing Nick, Ryan, and the Blueprint team into our organization represents a pivotal moment in our growth strategy. They bring top talent, experience serving high-net-worth clients in the Chicago and Madison, WI areas, and proven leadership to help us continue growing Merit's impact. This is truly a transformational partnership for us."

The deal is not just about numbers; it’s a strategic alignment of values and vision. Evans articulates that aligning with a firm that shares their culture will bolster their growth capabilities and enhance the offerings available to clients. Nick added, "Merit's culture and values closely align with our own, making this a natural fit for our team and our clients. This partnership strengthens our ability to lead, grow, and continue delivering a high level of care to clients."

Significance of the Acquisition

This acquisition marks the fifty-second acquisition for Merit, evidencing its robust growth trajectory. Prior to this, Merit had formed a partnership with Mennenga Tax Financial, further enhancing the firm's taxation capabilities by an additional $715 million in assets. These strategic moves underscore Merit’s commitment to enhancing its service offerings and expanding its market footprint.

FP Transitions, a merger and acquisition advisory firm specializing in the wealth management sector, acted as the advisor in this transaction. While the financial and legal specifics of the deal remain undisclosed, the implications of this acquisition are clear: Talent, resources, and a stronger foothold in key markets are on the horizon for Merit Financial Advisors.

Conclusion

As the financial advisory landscape continues evolving, the acquisition of Blueprint Wealth Advisors solidifies Merit Financial Advisors’ position as a leader committed to enriching client experiences through innovative wealth management solutions. The integration of Blueprint’s expertise and methodologies into Merit’s operations could set a new standard in personalized financial advisory services, ensuring clients receive distinguished care tailored to their unique financial needs.

For more insights on this acquisition and the future direction of Merit Financial Advisors, visit their website at www.meritfinancialadvisors.com.