Merit Financial Advisors Expands Presence in Connecticut with Acquisitions of Ceponis Financial Group and Brook Wealth Management – PR Newswire
Merit adds two Connecticut offices and approximately $277 million in client assets
ATLANTA, Sept. 1, 2022 /PRNewswire/ — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today it has acquired Ceponis Financial Group (“CFG”) and Brook Wealth Management, LLC (“BWM”), adding two new offices and expanding Merit’s existing presence in Fairfield County, Connecticut.
Led by Managing Member Christopher Ceponis, CFG specializes in retirement, investment, tax, educational, business, executive compensation, long-term care, and insurance planning for clients. The firm has an office in Ridgefield, Connecticut and approximately $174 million in client assets.
“I’m thrilled our team is joining forces with Merit Financial Advisors. We evaluated a number of different potential partners, but we had the greatest synergy with Merit’s team,” said Ceponis. “Their approach and philosophy closely align with our own, and the transition will provide our team access to the deep reservoir of resources Merit offers. This partnership will enhance our deliverables to clients and allow us more time to personally connect with them.”
BWM Partner Daryl LePage, CFP® and his team, specialize in wealth building, retirement and estate planning, risk management, and tax planning. The firm is located in Rocky Hill, Connecticut and has approximately $103 million in client assets.
“Our team is excited to become part of the Merit family,” said LePage. “The merger will enhance the offerings for our clients, as well as streamline and centralize back-office operations. Merit’s overall culture and client-centric approach mirrors our own, and we are proud to represent them as they expand their resources and services in the Connecticut region.”
Christopher and Daryl each have more than 25 years of experience providing investment and financial planning advice for their clients. They will both be assuming new roles at Merit as Wealth Managers and will be joined by their teams, as they contribute to Merit’s growth in the Connecticut region.
“Expanding our presence in Connecticut has been an important focus of ours, and we are delighted to welcome Ceponis Financial Group and Brook Wealth Management to our growing team,” said David Brounley, Regional Director of Merit Financial Advisors. “Christopher and Daryl bring an incredible wealth of financial acumen and strong ties to the community, and we are eager to …….