Growth Through Partnership: How Merit Helps Financial Advisors Scale and Serve Clients Better
At Merit Financial Advisors, growth means more than numbers on a page; it is about empowering clients with solutions that truly fit their needs. During our ENRICH conference, Robyn Jameson, CFP®, CLTC, in Berwyn, PA who joined Merit through an RIA partnership, shared how Merit’s unique resources allow her to provide clients with advanced strategies, explained in clear, approachable ways.
One story that stood out was how a client chose Merit after experiencing firsthand the power of our capabilities. By leveraging our investment platform, Robyn and the Merit team were able to introduce solutions like collars, covered calls, and other strategies to help de-risk concentrated positions. While these approaches can be complex, the real value lies in how we simplify them, making sure clients not only understand but feel confident in the process. That ability to combine sophisticated strategies with personalized guidance is what sets Merit apart.
With over 48 offices nationwide and more than $20 billion in assets under management (AUM), Merit delivers the scale, resources, and expertise that firm owners exploring succession planning or M&A need to grow without losing their unique identity. For partners, that means access to sophisticated strategies, operational support, and a collaborative culture that helps elevate both the client and advisor experience.
This also reinforces our commitment to walking alongside clients through every season of their financial journey. Whether addressing concentrated stock positions, building a succession plan for financial advisors, retirement planning, or long-term wealth strategies, our team is equipped to take on complexity while keeping the client experience front and center.
At Merit, we believe growth comes from partnerships between our advisors, our team, and, most importantly, our clients. Robyn reminded us that when clients feel understood, supported, and empowered, real growth happens. For financial advisory firm owners, the same is true: a strategic partnership with Merit unlocks new opportunities for scale, impact, and long-term enterprise value.
If you’re exploring succession planning, growth, or partnership, we’d be glad to start the conversation about what that could look like for your firm.
Featuring Robyn Jameson, CFP®, CLTC, Managing Director, Partner, Wealth Manager – Berwyn, PA
We hope you find this video both informative and insightful. For any questions, please reach out to your Merit financial advisor.
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