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

Our Financial Solutions

Financial Planning

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.

financial planning
Wealth Management

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.

wealth management
Life Transitions

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.

life transitions
Insurance Planning

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.

insurance planning
For Businesses

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.

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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.

All of Your Financial Questions, Answered.

Give Us a Call

(908) 379.2706

We Are Ready to Partner With You to Support Your Financial Future

Financial planning is a comprehensive process that helps individuals and families achieve their long-term financial goals. Working with a financial advisor can provide expertise, customized planning, and ongoing support. Merit, top financial advisors, offer a range of services, including investment management, wealth management, and tax and estate planning.