Connect with Our Wealth Manager
Contact us today to learn more about what our award-winning team can do for you.
Our Canonsburg, PA Office
Contact
Phone: 412.914.8292
Location
2400 Ansys Drive
Suite 102
Canonsburg, PA 15317
Please Contact for Hours
Our Naples, FL Office
Contact
Phone: 412.914.8292
Location
999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108
Please Contact for Hours
Wealth Manager
Gerard Longo, AIFA®, CPFA®
Wealth Manager, Partner
Our Financial Solutions
Financial Planning
We create personalized financial plans that adapt to your life’s twists and turns. By understanding your unique needs, we help you make smart decisions that support your goals now and in the future.
Wealth Management
Our wealth management strategies are all about growing and protecting your assets. We’ll work together to build a plan that makes sense for you, so you can confidently navigate the ups and downs of the market.
Life Transitions
Life is constantly changing, but that doesn't mean your financial goals have to. Whether it’s retirement, divorce, a career change, or widowhood, our team is here, ready to tackle whatever transition you are preparing for or already are experiencing.
Insurance Planning
Life happens—our insurance planning services help protect what matters most. We’ll find the right solutions to safeguard your assets and provide peace of mind for you and your loved ones.
For Businesses
Running your business is both a joy and a challenge that deserves careful planning and guidance. We’ll work closely with you to understand your business’s unique challenges and opportunities and offer customized strategies to address them.
Your Path to
Financial Success
Tailored financial plans that cater to your unique needs and goals
Expert guidance and strategies backed by years of industry experience
Wide range of services, including retirement planning, investment management, and tax planning
Frequently Asked Questions
At Merit Financial Advisors, we specialize in managing complex financial portfolios. Our team of experts uses a comprehensive approach to provide sophisticated solutions tailored to your diverse investment, business, and real estate holdings. We ensure every aspect of your wealth is strategically managed to meet your unique needs.