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Plan the Retirement of your Dreams:

Let us help align your money with your values and goals.

Contact us

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Plan the Retirement of your Dreams:

Let us help align your money with your values and goals.

Contact us

Welcome to Merit

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Wealth Management

Whether you are looking for investment management expertise or a more comprehensive planning approach for your overall wealth management needs, our team wants to get to know you. Striving to understand your particular situation and financial goals, we create customized investment portfolios and wealth management strategies custom-fit to your personal needs.

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Life Transitions

Life events can be planned or unexpected, either way, the financial and personal aspects of your transition are equally important and equally complex. Where there is change, there is also opportunity. Meet with one of our professionals trained in the neuropsychology of change that can help you move forward with confidence and a sense of direction in uncertain times.

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Independent Advisors

Merit assists independent advisors or those considering becoming independent, with strategies through our Registered Investment Advisor Platform. We can serve as your back office team helping with, technology, compliance, investment research and more, giving you more time to focus on what matters most: your clients.

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Wealth Management

Whether you are looking for investment management expertise or a more comprehensive planning approach for your overall wealth management needs, our team wants to get to know you. Striving to understand your particular situation and financial goals, we create customized investment portfolios and wealth management strategies custom-fit to your personal needs.

shield-blue-1.png

Life Transitions

Whether your life event is planned or unexpected, both the financial and personal aspects of your transition are equally important and equally complex. Where there is change, there is also opportunity.

shield-teal-1.png

Independent Advisors

Assisting independent advisors or those considering becoming independent, with strategies through our Registered Investment Advisor Platform.

Our desire is to partner with you, balancing tactical advice with innovative strategy. We are striving to change the way relationships operate within the financial industry. Accomplishing this by creating long-lasting multi-generational partnerships. 

Merit is a financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.

We focus on providing reliable and objective 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.

We believe that we can help address the retirement challenges in America by bringing financial freedom, wellness and confidence to the working population and retirees. As people experience financial wellness, they will live more productive lives.

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.

Our Most Recent Market Update:

June 17th

 

Would you like to see more of our recent market updates? Click here!

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