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Financial DNA®

Merit Financial Advisors has partnered with Financial DNA® to provide an in depth perspective of your financal behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire, which will be followed up by a consultation with your advisor.

To begin, click here to self register.

 

About the Financial DNA Solution | Holistic Finanical Personality Discovery

Financial DNA® is a proprietary solution for comprehensively and reliably discovering all dimensions of a client's financial personality for making life and financial decisions based on extensive behavioral finance research.  The resulting intention is an improved goals-based financial plan for clients.

For more information about Financial DNA®, contact our financial advisors.

 

 

Financial DNA is a separate program not affiliate with LPL Financial.