As of April 11, 2025, Bill Spalding Wealth Management has merged with Merit Financial Advisors, integrating its $119 million in assets into Merit’s broader platform. Founded on principles of ethical, unbiased investment guidance and personalized service, Bill Spalding’s firm will maintain its local team and client-first philosophy while gaining access to Merit’s expanded resources and holistic financial planning solutions.

This merger enhances the ability to support clients through various life transitions, such as retirement and estate planning, while preserving the trusted relationships and tailored strategies that clients have come to expect .