Left to right: Susan H. Bentley, Christopher S. Loutsis III, and Shawna Bain
INVEX Financial Joins Forces with Merit Financial Advisors Effective April 14, 2023
We are excited to announce a new phase of our company, the merger of INVEX Financial and Merit Financial Advisors. We anticipate the transition to the Merit platform will be completely seamless. You will still have access to all the same people and information you have now, but with more support on the back end.
Our combined team is dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your friendship, and look forward to serving you for years to come. Learn more about our team here or call us at (425) 369-1423.
INVEX Financial, Merit Financial Advisors and LPL Financial are separate entities. Compensation has been paid in the merger.
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Our team specializes in helping you simplify your finances and define and pursue your goals. We understand life happens – individual, family, and professional needs change. We've developed a comprehensive and dynamic process that brings all the pieces of your financial life together. The process provides the clarity and confidence necessary for you to make wise financial decisions while honoring your values and commitments.
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