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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April 2023 Market Update
In this April market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends….
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