Financial Advisors in Boca Raton, FL
Contact
Phone: 609.688.8701
Fax: 609.939.1630
Toll-Free: 888.391.4563
Location
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
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- 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

Tyler Vernon
Regional Director, Partner

Timothy Ralph
Managing Partner

Lauren Stevens
Client Development Manager

Dr. Don Chambers
Senior Portfolio Strategist

Justin Eccleston
Wealth Manager

Marci Hoyer
Regional Operations Director

Christine Ley
Client Service Manager

Eva Cinciute
Relationship Manager
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.