Planning for what matters to you is our job. We have a team of dedicated individuals desiring to educate you on how to be financially wise, protect and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.
Merit is a multigenerational firm striving to invest in relationships with like-minded people, making us stronger together.
Merit has 11 locations and is headquartered in the Atlanta area. We have nearly 100 hardworking employees dedicated to our mission to reinvent financial relationships.
Established in 1998, Merit has focused on working with individuals in transition, including divorce, retirement, widowhood, etc. As clients navigate these events in their personal lives, they can rest assured that their advisors and partners at Merit will guide them through the financial implications.
Our Investment Philosophy
Merit holds itself to a Fiduciary standard, both contractually with our clients and simply because we believe it is the right way to do business. We have an investment philosophy based on six key principles which help guide our action and are rooted in our beliefs.
Our Independent Partners
Independent financial advisors join Merit so they can maintain their independence while Merit provides administrative, operational and back office support and fuels growth. We are proud to partner with these great firms.