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We Are Merit

Your trusted financial partner, providing the support you need to navigate life's challenges, transitions, and victories.

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 who can help you move forward with confidence and a sense of direction in uncertain times.

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Independent Advisors

Merit serves as a true partner for advisors. We work with advisors equipping them with the tools, technology, and resources needed to build revenues, expand your practice and grow as a professional. If you are looking to take your firm to the next level, you are in the right place. At Merit, we believe we are Stronger Together.

elderly couple smiling on beach

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.

family at home on couch

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 who can help you move forward with confidence and a sense of direction in uncertain times.

elderly couple meeting with a professional

Independent Advisor

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.

Assets Serviced

$5.6 Billion*

Households Serviced

7,500+

Nationwide

Serving Clients Since

1998

Offices

25

Nationwide

Merit Team Members and Partners

136

Across the U.S.

*Of which $3.9 billion are advisory assets and $1.7 billion are brokerage assets as of September 30th, 2021

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.

Watch The Latest Monthly Market Update Here

Watch here and learn what implications the latest market moves may have on your portfolio, reach out to your wealth advisor for more information or give us a call at 866-628-3508.

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

October Market Update

October Market Update

We are encouraged by positive COVID-19 data domestically and abroad. The Fed will likely begin to slowly…

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