Financial Advisors in Boca Raton, FL


Phone: 609.688.8701
Fax: 609.939.1630
Toll-Free: 888.391.4563


2799 NW 2nd Ave.
Suite 101
Boca Raton, FL 33431

Financial Services Offered in Boca Raton, FL,

At Merit Financial Advisors in Boca Raton, FL, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.

  • Asset Protection
    • Long Term Care Insurance
    • Hedging Concentrated Stock
    • Tax Managed Diversification
    • Umbrella Insurance
    • Use of LLC's
  • Estate Planning
    • Establishing Proper Documents
    • Wealth Transfer
    • Charitable Giving
    • Corporate Trustee Services
  • Family Conversations
    • Education
    • Living Expenses: Children and Parents
    • Assisting Parents and Relatives
  • Income Protection
    • Disability Insurance
    • Life Insurance
    • Annuities
    • Pension Optimization
  • Investment Strategy
    • Asset Allocation
    • Tactical Allocation
    • Asset Location
    • Tax-Efficient Investing
    • Taxable Savings Strategy
    • Cash Management
    • UPS 401(k) Management
  • Retirement Planning
    • Financial Planning
    • Savings Strategy
    • Income Strategy
    • Health Care
    • Mortgage and Lending Services
    • Tax Planning

Our Team

jake levine

Jake Levine

Senior Client Service Manager

Ready to discuss your financial future?

Schedule a free consultation with one of our Wealth Managers today.

Tyler Vernon, Timothy Ralph, and Justin Eccleston are solely an investment advisor representative of Merit Financial Advisors, and not affiliated with LPL Financial.