Merit Financial Advisors Acquires Strategic Retirement Plans to Strengthen Its Market Position in Montana and Wyoming

Merit Financial Advisors Expands Through Strategic Acquisition

On April 7, 2026, Merit Financial Advisors, a prominent financial advisory firm based in Georgia, announced its acquisition of Strategic Retirement Plans (SRP), further establishing its footprint in the financial services landscape of Montana and Wyoming. This strategic move signifies Merit's ongoing commitment to providing high-quality financial planning and wealth management solutions, especially for high-net-worth individuals, families, and those managing life transitions.

Details of the Acquisition

Strategic Retirement Plans, headquartered in Billings, Montana, with an additional office situated in Gillette, Wyoming, has built a commendable reputation for its dedication to assisting clients in their transition from the workforce into retirement. The wealth management firm oversees approximately $586 million in total client assets, which includes a noteworthy $582 million under management and an additional $4 million in retirement plan assets under advisement, serving around 800 household clients.

The acquisition will see SRP's owners and financial advisors, Gabe Lapito and Ryan Gomendi, take up roles as Area Directors and Partners at Merit Financial Advisors. All employees of SRP will also transition, reflecting a seamless integration aimed at combining resources and enhancing client services.

Josh Mersberger, Managing Principal and Partner at Merit Financial Advisors, expressed enthusiasm about this partnership. He stated, "Strategic Retirement Plans is an exceptional firm with a talented and growing team that shares our commitment to client relationships and long-term stewardship. Gabe, Ryan, and their team have built a practice rooted in trust, community engagement, and a deep understanding of their clients’ financial lives. We are excited to welcome them to Merit and support their continued growth."

SRP's Approach to Wealth Management

Founded with a distinct focus on retirement income planning, SRP has differentiated its services by aiding clients in creating a reliable source of income during retirement, an aspect crucial for many individuals and families. The firm’s client base prominently includes those associated with the region's energy sector, particularly in coal mining and oil refining, alongside business owners and families that value a tailored advisory approach.

Gabe Lapito highlighted the firm’s mission by saying, "One of our greatest goals is helping clients with their return on investment so they can focus on their return on life. We strive to combine the excellence of Wall Street with the personal touch of Main Street. We’re excited to collaborate with Merit Financial Advisors to further our mission."

Ryan Gomendi echoed these sentiments, elaborating on the synergy between SRP and Merit. "We are extremely excited to be joining the Merit team. Our highest priority has always been caring for our clients, and we quickly saw that Merit shares this commitment. Our upcoming transition represents everything we envisioned for our clients."

Benefits of the Merger

With the acquisition, SRP gains access to Merit's extensive investment platform, operational infrastructure, and centralized support in areas like compliance and technology. This will enable SRP's team to focus more on nurturing client relationships and pursuing growth initiatives.

Furthermore, Merit’s strong referral-driven growth model and dedication to client engagement will bolster SRP’s efforts in this domain. The firm is noted for hosting numerous in-person and virtual events annually, allowing clients to connect, discuss market trends, engage in retirement strategies, and share financial insights, all of which help to strengthen community ties.

As part of the rebranding initiative, Strategic Retirement Plans will now operate under the Merit Financial Advisors name. The transition was finalized on March 27, 2026; however, the specific financial and legal aspects of the deal have yet to be disclosed.

About Merit Financial Advisors

Merit Financial Advisors is a national wealth management firm with a mission focused on revolutionizing client experiences and enriching lives. Founded in Atlanta, Georgia, Merit has expanded to 60 offices nationwide and is noted for managing approximately $24.69 billion in assets as of January 1, 2026. The firm offers an array of services catering to both independent broker-dealer and RIA models, with its client-centric approach at the core of its operations.

The acquisition of Strategic Retirement Plans not only strengthens Merit's position within the financial advisory realm but also enhances its capability to serve clients effectively, driven by shared values and a common vision for financial prosperity.