• Welcome

    Merit Financial Advisors is a retirement planning and wealth management company that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.

    We focus on providing reliable and unbiased financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals.

    Mission Statement & Values

    Our mission is to create the ultimate client experience. We strive to exceed client expectations by providing the best possible service, while helping clients feel confident about establishing and targeting their financial goals. To ensure success in customer satisfaction, we have created the following core values.

    “Honesty is key.” By maintaining an air of mutual respect for our clients and co-workers, we are able to demonstrate compassion in our everyday relationships within our team and with our clients.

    “Do the right things and success will follow.” We pride ourselves on providing an experience that our clients will be happy to share with others. Integrity and respect are the driving forces of the services that our advisors provide to clients.

    “Being balanced is the key to standing strong.” Making work fun and enjoyable for our advisors, as well as our clients, stems from celebrating accomplishments in conjunction with keeping our priorities established and upheld.