Merit Financial Advisors is a national wealth management firm with over $5.5 billion in assets that support advisors affiliated with independent broker-dealers, as well as those who are registered investment advisors.
Merit’s mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their businesses. Merit provides its advisors and offices with practice management resources, an industry-leading technology platform, superior operational support, and the investment expertise needed to drive growth and deliver a superior client experience.
Merit serves as a true partner for advisors. If you are looking to take your firm to the next level, Merit can help.
To learn more, schedule a confidential meeting with a member of our team.
About Our Founder
About Our President
Rick Kent explains in an RIA Intel interview how he built Merit Financial Advisors and the new strategies required to maintain its momentum. Learn about Rick, his team, and their priorities in the featured article by clicking here.
Read the top 3 things Kay Lynn discusses how to make clients feel comfortable and at ease when going through an M&A event. Click here to read the three significant themes concerning the impacts M&A activity can have on clients.
The Merit team serves as a professional partner on your path to growth. Merit works with advisors equipping them with the tools and resources needed to build revenues, expand your practice and grow as a professional.
Our firm is led by seasoned advisors who have a deep understanding of the needs and goals of successful financial practitioners. Our team includes experienced professionals across disciplines, including in-house investment management and strategy, comprehensive financial planning and life transition support, wealth management insights, operations, and human resources support. Our partners have achieved exponential growth in their practices as they leverage our expertise, industry experience, and resources.
Merit fosters a relationship-based culture that is built on integrity and respect – among our colleagues, with clients, and within our community. Our mission is anchored by several key principles, including humility, flexibility, and objective and goals-based advice.
- Merit is committed to elevating and supporting diverse voices, experience, and expertise across the firm. As an example, over fifty-three percent of Merit’s staff is female and the firm has completed 4 acquisitions of female-founded firms since 2017.
- Merit upholds a team-based approach that facilitates leadership and collaboration across the group for the collective benefit of the team and our clients.
- Merit is focused on empowering growth and advancement among our advisors. We believe we are
At Merit, We Provide Full Service Support
We work with you and your team to make sure your transition is seamless. We take many carefully crafted steps to prepare, plan and execute the transition to make it as smooth as possible for you and your clients. Our process includes:
- Discovery: we take time to understand your staff and your culture
- Assessment: review your book of client base and business practices
- Planning: we work with you to identify opportunities and challenges, as well as assign roles and responsibilities based on those.
- Implementation: we plan and execute complete support through client communication, consent, and repapering processes
- Go Live: provide and oversee employee training, system conversion, and portfolio management implementation
What Our Partners Are Saying:
"My firm and I have thoroughly enjoyed our relationship with Merit. They helped us grow tremendously while at the same time obtaining their own exponential growth. Throughout these years I have always been able to talk to Rick Kent about issues when they arose. Additionally, the investment team has exceeded our expectations. Merit provides us with an exceptional leadership team and many more resources than when I originally joined them."
David Schlitt, Wealth Management Advisor
"Merit is always there for me and my team. They listen, they get things done and I know our relationship is important to them. Their team and their connections in the industry have been a true catalyst for our growth."
Kirk Wilkerson, Regional Director
Merit In The News
FA Magazine | 09/05/2021 | Zac Beckerley discusses hot to serve C-Suite Executives
Zac Beckerley, CFP®, Wealth Manager here at Merit, was recently featured by Financial Advisor Magazine discussing the top takeaways for advisors when working with c-suite executives.Read More
InvestmentNews | 09/01/2021 | Kay Lynn Mayhue discusses Four Key Olympic Lessons for Advisors
Each of these moments, and the countless others that made the Tokyo Olympics so memorable, provide important learning opportunities across disciplines, including for those of us in the financial services space. Here are the top four lessons I walked away with and will strive to instill in my team:Read More
Business Wire | 08/02/2021 | Merit Financial Advisors has purchased Consilium Financial.
$5.6bn Private Equity-backed hybrid buys Atlanta practice. Merit Financial Advisors, an affiliate of Wealth Partners Capital Group and HGGC, has purchased $291m Consilium Financial.Read More
Advisors Perspective | 07/21/2021 | Doug Blanton Shares Merit's Perspective on the Delta Variant
Chief Investment Officer, Doug Blanton, to learn his perspective on the new outbreak of the Delta Variant of COVID-19.Read More
FA Magazine | 07/12/2021 | Stephen Frick Talks Next Generation
Wealth Manager, Stephen Frick, discusses the importance of building relationships with the next generation.Read More
InvestmentNews | 07/01/2021 | Podcast Featuring Kay Lynn Mayhue
In the 50th episode of Her Success Matters, Christine Shaw is joined by Kay Lynn Mayhue, a 25-year industry veteran and president of Merit Financial Advisors.Read More
RIA Intel | 05/03/2021 | Rick Kent's Featured Article on How He Started Merit
Rick Kent, Founder and CEO of Merit Financial Advisors, explains how he built a large company and the new strategies required to maintain its momentum.Read More
Rethinking65 | 03/24/2021 | Kay Lynn Mayhue Shares Themes Concerning The Impact Of M&A Activity
Merit's President, Kay Lynn Mayhue, shares three significant factors concerning the impacts M&A activity can have on clients.Read More
U.S. News & World Report | 03/05/2021 | Rick Kent Offers Insight On Succession Planning
Our Founder and CEO, Rick Kent, offers insight on succession planning. He notes, “It is never too early to begin discussion related to succession planning, and knowing your priorities is a key component.”Read More
InvestmentNews | 03/02/2021 | Kay Lynn Mayhue Shares Strategies For High Earners
With potential changes to retirement plan rules in mind, Kay Lynn Mayhue, President of Merit shares strategies for high earners.Read More
InvestmentNews | 02/22/2021 | Capital Partner Helps Expand Merit's Capabilities
Wealth Partners Capital Group, a new minority partner, will help Merit expand its capabilities and client offerings.Read More