Rocky Hill financial firm acquired by Atlanta-based Merit Financial

Merit Financial Advisors, a national financial advisory firm, has entered the Greater Hartford market with the acquisition of a Rocky Hill firm.

Atlanta-based Merit Financial announced Thursday that it had acquired Brook Wealth Management LLC in Rocky Hill, along with Ceponis Financial Group in Ridgefield.

The transaction adds to the company’s existing presence in Fairfield County, which includes an office in Wilton. 

Brook Wealth Management specializes in wealth building, retirement and estate planning, risk management and tax planning. The firm has roughly $103 million in client assets. 

Ceponis Financial Group focuses on retirement, investment, tax, educational, business, executive compensation, long-term care and insurance planning.

Brook Wealth Management partner Daryl LePage and Ceponis’ managing member, Christopher Ceponis, will take new roles at Merit as wealth managers.

Merit specializes in financial planning and wealth management for high-net-worth individuals and families.

These are Merit’s ninth and 10th acquisitions since 2020. The company has 28 offices in the United States and manages about $6.1 billion in assets.