Obsidian Planning Solutions
Obsidian Planning Solutions Joins Merit Financial Advisors on October 3, 2025.
We are proud to announce that Obsidian Planning Solutions has joined Merit Financial Advisors. You’ll work with the same members of Obsidian's team who now have access to additional services and resources. Our commitment to thoughtful guidance, long-term vision, and personalized service remains as strong as ever. Thank you for your continued trust, and we look forward to serving you in this next chapter of our journey. Connect with our Obsidian team below or call us at (301) 990-4395.
About Obsidian Planning Solutions
Obsidian Planning built its practice by focusing on what matters most to you and your family: lifestyle, legacy, and peace of mind.
For 35+ years, Obsidian advisors have delivered services to both individuals and business owners, including wealth and asset management, estate and trust planning, business continuity, insurance analysis, real estate investments, and strategic planning.
We work with couples, families, seniors, business owners, physicians, and educators.
About Merit
Merit is your trusted financial partner, providing the support you need to navigate life’s challenges, transitions, and victories.
We are committed to providing holistic financial planning and wealth management solutions, prioritizing deep relationships, and implementing solutions that help you achieve your financial goals.
Our mission is to enrich the lives of those we serve, through building the wealth management firm of the future.
The Lifestyle Protector Program
Our planning framework is designed to take the complexity out of financial decision making and give you confidence in every season of your life. The Lifestyle Protector Program remains the cornerstone of our approach.
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Who We Serve
Individuals and Families: Couples planning their future, families managing education costs, individuals navigating life transitions, and seniors protecting their retirement.
Business Owners and Professionals: Entrepreneurs planning succession, physicians, educators, and executives building confident financial futures. holistic strategies.
What We Offer
We believe that you deserve solutions customized to your personal and financial goals, risk tolerance and situation. Our comprehensive services are designed to ensure that all pieces of your financial life work together.
Asset and Wealth Management
Estate and Trust Planning
Insurance Needs Analysis
Real Estate Investments
Strategic Personal and Business Planning
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Resources
We leverage our experience and access to sophisticated data and research to deliver solutions that best serve you. We are invested in the resources necessary to give you confidence in your financial decisions and future: education, leading-edge technology, robust cybersecurity practices, web-based calculators and market updates.
