Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, has announced the acquisition of The Bridgeway Group, a Southern California-based wealth management firm with offices in Pasadena and Covina.
Bridgeway oversees approximately $900 million in total assets and is led by longtime partners Matt Dupon, Sean Montgomery and Scott Miller. The nine-person team provides comprehensive financial planning and investment management, with a particular focus on retirement planning.
This marks Merit’s 61st acquisition and ninth partnership in 2026, continuing the firm’s national expansion strategy of partnering with high-quality, growth-focused firms and teams. Bridgeway is also the sixth team formerly affiliated with Commonwealth Financial Network to join Merit since the announcement of Commonwealth’s acquisition by
