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Welcome Packet

Merit Financial Advisors is a retirement planning and wealth management firm focused on helping retired individuals and those approaching retirement pursue their financial goals. We do this by taking a team approach to financial decision-making that helps educate and equip clients to navigate the turbulent waters of financial and retirement planning during this critical stage of their lives.

Our success relies heavily on the trust that exists between our firm and our clients, who know they can count on us to provide professional and objective financial and retirement planning advice. We specialize in working with clients who are either preparing for retirement or looking for professional help with their investments and financial planning. This enables us to help clients make critical decisions that will impact their long-term finances and retirement lifestyle.


Click here to read our Welcome Packet