Our Leadership Team

Merit Financial Advisors is led by nationally recognized and award-winning industry leaders and advisors who share a deep passion for supporting clients in exceeding their financial goals and helping financial advisors evolve and grow their businesses. As a 2023 Barrons Top 100 Private Wealth Management Team, a 2023 Barrons Top RIA Firm and a 2023 and 2022 Forbes Top 100 RIA Firm, our leadership team includes visionaries focused on growth and best-in-class investing and planning solutions for our clients. Meet our exceptional leaders below.

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We’re here to guide you in enhancing and protecting your wealth. Through innovation, we leverage the right tools, resources, and solutions to best serve you. With a wide range of resources focused on financial education and tips, powered by leading-edge technology and cybersecurity, and a robust website with calculators and market updates, we can help you gain further insight into your financial plan.