Who is Merit
Merit CEO Rick Kent built the firm on a servant-leadership style, which empowers his team to solve problems, create solutions and grow. Rick continually looks for ways to serve the team and better each member.
Merit has a particular focus 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.
Merit is a hybrid registered investment adviser based in Atlanta, GA. The firm was founded in 1998. Click here to read our investment philosophy
In addition to its headquarters, the firm has 18 other offices across the country in Texas, Alabama, North Carolina, Florida, Connecticut and California. Click here to see our locations.
Whom We Serve
Merit provides comprehensive financial planning and wealth management solutions for mass-affluent and affluent investors. Click here to learn more about whom we serve
What Merit Stands For
We are committed to providing holistic financial planning and wealth management solutions for you, prioritizing the relationship and implementing solutions that help you meet your financial goals.
We will work tirelessly with you to align your long-term goals and vision with your financial plan, ensuring a mutual dedication to meeting these goals through innovative strategies and solutions.
To support you in every aspect of your financial life, Merit has invested in technology and talent to provide a superior experience and shared dedication to creating solutions that work. Merit is a partner, providing the support you need to navigate life’s challenges, transitions, and victories.