Merit Financial Advisors

About Us

About us

We are committed to providing holistic financial planning and wealth management solutions for our clients, prioritizing the relationship and implementing solutions that help our clients meet their financial goals.

Merit has a particular focus on working with individuals in transition, including divorce, retirement, widowhood, etc. As clients navigate these events in their personal lives, they can rest assured that their advisors and partners at Merit will guide them through the financial implications.

To support our clients in every aspect of their financial life, Merit has invested in technology and talent to provide a superior experience and shared dedication to creating solutions that work. Merit is a partner, providing the support you need to navigate life’s challenges, transitions, and victories.