Merit Financial Advisors Are Closer Than You Think
Merit has six locations across the southeast and headquartered in Alpharetta, Ga. We have over 60 hardworking employees dedicated to our mission to reinvent financial relationships.
Independent Advisor Partners: Merit provides Office of Supervisory Jurisdiction (OSJ) services to the following Independent Advisor Partners through our Register Investment Advisor Platform. Meet Our Partners
We strive to exceed client expectations by providing the best possible service while helping clients feel confident about establishing and targeting their financial goals.
Alpharetta, GA (HQ)
2400 Lakeview Parkway Suite 550, Alpharetta, Ga 30009
750 Hammond Dr NE, Bldg Two Atlanta, GA
3595 Grandview Pkwy Dr, Suite 225 Birmingham, Alabama 35243
130 Harbour Place Dr, Suite 250 Davidson, NC 28036
3001 Dallas Pkwy, Suite 100 Frisco,
8826 Goodby’s Executive Dr, Suite B Jacksonville, FL 32217
Worksite Financial Wellness
Merit provides a turn-key financial wellness solution to companies, individuals, advisors, and benefit providers.
Independent Advisor Partners
Merit provides Office of Supervisory Jurisdiction (OSJ) services to the following Independent Advisor Partners through our Register Investment Advisor Platform.