SSC has grown their clients, expertise and products, but they knew continuing to grow would take serious investment: more advisors, better technology, and greater operational capacity. Instead of trying to build all of that themselves, they partnered with Merit Financial to plug into a platform that was already built for scale. Protecting SSC’s unique structure and culture was non‑negotiable. They needed a partner who viewed CPAs as true collaborators and not just as service providers.
Merit stood out from the crowd for genuinely understanding and supporting SSC’s integrated planning model. The partnership opened the door to more investment resources, broader planning tools and stronger support for clients, all while letting SSC stay independent and maintain its identity. It gave them room to grow without giving up what makes them unique. Read more here.
“SSC CPAs + Advisors” and “SSC” are the brand names under which SSC Advisors, Inc. and SSC CPAs, PA provide professional services. SSC Advisors, Inc. and SSC CPAs, PA practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. SSC CPAs, PA is a licensed independent CPA firm that provides attest services to its clients, and SSC Advisors, Inc. entities provide tax, advisory, and business consulting services to their clients. SSC Advisors, Inc. is not a licensed CPA firm. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by SSC Advisors, Inc. and SSC CPAs, PA. Advisory services provided through Merit Financial Group, LLC. Merit Financial Group, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.