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About Merit Financial Advisors
Merit Financial Advisors is a client-focused financial advisory firm committed to providing tailored solutions for individuals and families navigating life's financial challenges. They specialize in holistic financial planning and wealth management, prioritizing meaningful client relationships.
One key area of expertise is guiding individuals toward a comfortable retirement. Merit understands the significance of financial security during this crucial life stage and provides personalized retirement planning to maximize available assets.
Merit serves as a trusted partner during various life transitions, including retirement, divorce, widowhood, and career changes. Their support ensures clients can confidently navigate these events.
Furthermore, Merit offers specialized guidance for emerging wealth, business owners, and those experiencing sudden wealth. With a foundation built on core values and a relationship-centric culture, Merit embodies a servant-leadership style that empowers its team to provide innovative solutions and support clients during critical life transitions. Established in 1998, this hybrid Registered Investment Advisor (RIA) has multiple offices across the country, providing comprehensive financial planning and wealth management for its clients.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Financial Planning
- Asset Protection
- Risk Management
- Investment Consulting
- Wealth Transfer
- Charitable Giving
More about Merit Financial Advisors
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 142457 | 101 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Merit Financial Advisors.