About Us

The Merit model is anchored by core values and a relationship-based culture. Every member of the Merit team embodies these values and prioritizes relationships within the team and with clients.

At Merit

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.

map on an iphone

Our Locations

Merit has many locations across the U.S. and is headquartered in the Atlanta area. We have 200+ hardworking employees dedicated to our mission to reinvent financial relationships.

Click here to find a location near you

family walking by the lake

Our Story

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.

Click here to learn more about Merit

business meeting

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.

Learn more about our Investment Philosophy


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.

Let's Start the Conversation

The Merit team acts as a partner in meeting your goals, while supporting you through everything, from small changes to significant life transitions.