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  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Retirement
      • Divorce
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
  • Insights
    • Resources
      • Divorce Resources
      • Educational Videos
      • Retirement Resources
      • Wealth Management Resources
      • Widowhood Resources
    • Calculators
    • Questionnaires
    • Market Updates
  • In The News
  • About Us
    • Locations
      • Albany, GA
      • Alpharetta, GA
      • Birmingham, AL
      • Boca Raton, FL
      • Boynton Beach, FL
      • Charlotte, NC
      • Dallas, TX
      • Davidson, NC
      • Denver, CO
      • Greenwood Village, CO
      • Jacksonville, FL
      • Oklahoma
      • Princeton, NJ
      • Raleigh, NC
      • Ridgefield, CT
      • Roswell, GA
      • Sandy Springs, GA
      • Southlake, TX
      • Wilton, CT
    • Our Story
    • Our Investment Philosophy
    • Advisor Partnerships
    • Meet Our Independent Partners
  • Contact Us
Schedule a Consultation
merit_logo_gradient
  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Divorce
      • Retirement
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
  • Insights
    • Resources
      • Educational Videos
      • Retirement Resources
      • Divorce Resources – New
      • Widowhood Resources
    • Events
    • Calculators
    • Questionnaires
    • Market Updates
  • In The News
  • About Us
    • Locations
      • Albany, GA
      • Alpharetta, GA
      • Birmingham, AL
      • Boynton Beach, FL
      • Boca Raton, FL
      • Charlotte, NC
      • Dallas, TX
      • Davidson, NC
      • Denver, CO
      • Greenwood Village, CO
      • Jacksonville, FL
      • Oklahoma
      • Princeton, NJ
      • Raleigh, NC
      • Ridgefield, CT
      • Roswell, GA
      • Sandy Springs, GA
      • Southlake, TX
      • Wilton, CT
    • Our Story
    • Advisor Partnerships
    • Our Investment Philosophy
  • Client Portal
  • Careers
  • Disclosures
  • For Advisors
  • Contact Us
×
  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Divorce
      • Retirement
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
  • Insights
    • Resources
      • Educational Videos
      • Retirement Resources
      • Divorce Resources – New
      • Widowhood Resources
    • Events
    • Calculators
    • Questionnaires
    • Market Updates
  • In The News
  • About Us
    • Locations
      • Albany, GA
      • Alpharetta, GA
      • Birmingham, AL
      • Boynton Beach, FL
      • Boca Raton, FL
      • Charlotte, NC
      • Dallas, TX
      • Davidson, NC
      • Denver, CO
      • Greenwood Village, CO
      • Jacksonville, FL
      • Oklahoma
      • Princeton, NJ
      • Raleigh, NC
      • Ridgefield, CT
      • Roswell, GA
      • Sandy Springs, GA
      • Southlake, TX
      • Wilton, CT
    • Our Story
    • Advisor Partnerships
    • Our Investment Philosophy
  • Client Portal
  • Careers
  • Disclosures
  • For Advisors
  • Contact Us
Schedule a Consultation

Contact Us

Have a question or comment regarding the services we provide? Please complete the short form below or give us a call. We appreciate your interest in Merit.

Our Locations

Alpharetta, GA
Birmingham, AL
Boynton Beach, FL
Charlotte, NC
Davidson, NC
Frisco, TX
Jacksonville, FL
Raleigh, NC
Roswell, GA
Sandy Springs, GA
Southlake, TX
Wilton, CT
Independent Advisor Partners

Contact Form

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Merit Financial Advisors

At Merit, planning for what matters to you is our job.

We have a team of dedicated individuals desiring to educate you on how to be financially wise, protect and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.

​866-637-6949

Disclaimer

 

Check the background of your financial professional on FINRA's BrokerCheck

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC, Merit, Merit Financial Advisors, Botsford Private Wealth, Worksite Financial Wellness, Financial Development Systems, IM Wealth Care, Tedstrom, and Independent Advisor Partners are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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