We Are Merit

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

Welcome to Merit

Merit Financial Advisors exists to enrich the lives of those we serve.

Our mission is to revolutionize the client experience by building the RIA of the future.

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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.

Assets Serviced

$10 Billion*

Households Serviced

16,000+

Nationwide

Serving Clients Since

1998

Offices

48

Nationwide

Merit Team Members and Partners

225

Across the U.S.

*$7.15 billion in advisory, $2.7 billion in brokerage assets, and $242 million in assets under advisement. As of December 31, 2023.

See What Our Clients Are Saying About Us

 "Kelly is more than an advisor - she is a teacher and a friend."

- Darlene B
May 11, 2023
Client of Kelly Gallimore,ChFC®, CES® | Wealth Manager

"Justin provides a sense of stability into a sometimes-chaotic market."

- John W.
May 25, 2023
Client of Justin Eccleston | Wealth Manager

"Excellent person to work with!"

- Cheryl C.
April 20, 2023
Client of Marcus Anderson CFP®, CIMA®, AIF® | Wealth Manager

"Tait does a great job managing my investments and providing retirement income for me. He is easy to work with and I feel honest."

- Patricia B.
May 11, 2023
Client of Tait Lane | Regional Director, Partner

"We have complete trust in Kelly, both in her knowledge and also her care for us. She is both professional and personal."

- Scott B
May 11, 2023
Client of Kelly Gallimore,ChFC®, CES® | Wealth Manager

"Easy to communicate with. He takes as much time as is necessary to share his insights, and he is always available."

- Hilary K.
May 11, 2023
Client of Justin Eccleston | Wealth Manager

"Tait Lane and the entire team at Merit have been very helpful and are very quick to respond to phone calls and emails. Willing to assist with needs."

- Mark T.
May 9, 2023
Client of Tait Lane | Regional Director, Partner

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.

See The Latest Monthly Market Update Here

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 866-637-6949.

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

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Merit Financial Advisors 2024 Market Outlook

In this 2024 Market Outlook titled “No Room for Mistakes,” the Merit investment team reflects on the…

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