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merit_logo_gradient
  • Who We Serve
  • Our Solutions
    • Life Transitions
      • Divorce
      • Retirement
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • Insurance
    • For Businesses
      • CPA Connect
      • Retirement Solutions for Employers
      • Business Owners
      • Professional Alliance Partnership
  • Insights
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      • Educational Videos
      • Retirement Resources
      • Divorce Resources – New
      • Widowhood Resources
    • Events
    • Calculators
    • Questionnaires
    • Market Updates
    • M3 Video Series
  • In The News
  • About Us
    • Locations
    • Client Testimonials
    • Our Story
    • Our Leadership Team
    • Join Merit
    • Our Investment Philosophy
  • Careers
  • Disclosures
  • For Advisors
  • Contact Us
  • Client Portal
Schedule a Consultation

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At Merit, our goal is to provide you with the most current and updated information for your benefit and education.

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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, preserve and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.

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Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.

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