Customizing YOUR financial future is now a possibility

Merit is comprised of four main divisions:
  • Merit Financial Advisors
  • Botsford Private Wealth
  • Worksite Financial Wellness
  • Independent Advisor Partners
These four divisions focus on correcting the retirement crisis in American and emphasizing the importance of a positive relationship as it pertains to finance.

We focus on providing reliable and professional financial advice by establishing a genuine and long-lasting relationship with our clients.

Merit Financial Advisors

Wealth Management Division

Our team strives to build a trusted relationship through helping you understand your options. Merit advisors have
experience working with clients who have spent their careers in the telecommunications industry.

Merit Private Wealth

Private Wealth Division

Our team is here to build a relationship with you and your family. As appropriate, we work with your adult children and beneficiaries throughout the planning process. Our array of financial services are centered on your personal growth and personal goals.

Merit WFW

Financial Wellness Division

Worksite Financial Wellness is a turn-key collaborative financial wellness™ solution derived from the belief that the worksite is one of the last great hopes for educating individuals on healthy financial habits.

Merit Advisor Services

Registered Investment Advisor Platform

We have several offices in the southeast with a highly skilled team which you will have the freedom to access as your practice grows. Merit serves as fuel for our Registered Investment Advisor partners; setting them up to pursue success and growth as they build a multi-generational firm.