Merit in the News

Merit: The quality of being particularly good or worthy, especially so as to deserve praise or reward. – Merriam Webster

There is not a day that goes by where the meaning of the word “Merit” is lost upon us. Our team consistently strives to live up to the real and true significance of our namesake; and ensure the job we do for our clients is not only “good” and “worthy,” but simply exceptional.

Merit is currently comprised of 60 employees in 6 separate locations: Alpharetta, Georgia; Dallas, Texas; Birmingham, Alabama; Davidson, North Carolina; Atlanta, Georgia and Jacksonville, Florida. Among the professionals comprising our team, you will find (to name a few): a Social Security aficionado, several technology coordinators, a divorce professional, an individual who is passionate about planning for families with special needs children and/or grandchildren, another who stays informed and educated on all available Medicare supplements, a retirement plan specialist, an Accredited Estate Planner and multiple education planning specialists, who can help ensure your child or grandchild is able to attend the college or university of his/her dreams through appropriate planning (at least from a financial standpoint). The list of brilliant minds goes on and on!

At Merit, we are proud to have recently been recognized by InvestmentNews as a Best Place to Work for Financial Advisors, as well as by the Atlanta Chapter of the Association for Corporate Growth® as one of the 2019 Georgia Fast 40, recognizing the top 40 fastest-growing middle-market companies in Georgia. We know achievement of such accolades is only possible through determination, hard work, a commitment to excellence and a never-ending desire to expand the many resources we have available to offer to our clients, who are very much part of the Merit family. We are who we are because of our clients; and our gratitude for them is unending.

As we look to the future, we know our continued success primarily lies in the strength of our people and our culture. At Merit, we have fervently embraced the concept of “total team leadership.” Each and every team member is integral to our mission of redefining financial relationships. We are confident that creating a work environment emphasizing the importance of team unity and harmony, mutual respect and collaboration, and a bit of “radical candor” thrown into the mix, represents the recipe to our success.

Want to become a part of the Merit family? Feel free to contact one of our offices to learn more.

*Best Places to Work for Financial Advisors 2019 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.
*The Georgia Fast 40 for 2019 was award by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million, and have three years of verifiable revenue and employment growth.