Our Solutions

At Merit, our advisors are ready to accommodate you and your family with a custom solution.

Our Solutions

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Life Transitions

Life is constantly changing, that does not mean your financial goals have to. Our team is here, ready to tackle whatever transition you are preparing for or already are experiencing, such as:

Career Change

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Wealth Management

Our team offers comprehensive investment management to maximize the probability of clients achieving all that is important to them. Each client is unique; therefore, we strive to custom-tailor each investment portfolio and design strategies necessary to work towards each client's unique needs, while ensuring all interests are aligned.

Wealth Management Services

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Financial Planning

Our financial planning team focuses on developing comprehensive strategies to help pursue your financial goals.  We strive to provide customized planning solutions that inspire confidence and help secure your financial future.

Financial Planning Services

Our Solutions For Businesses

For Business

Our team is here to help you expand your services and offerings with unique partnerships and solutions. We strive to provide customized programs, robust technology, systems and services to you and your clients.

CPA Connect
Retirement Solutions for Employers

Let's Start the Conversation

A Merit Financial Advisor can help you review your current situation, explore your options and create a solution for you!