Independent Advisor Partners
We have several offices in the southeast with a highly skilled team accessible to you as your practice grows. Merit serves as fuel for our Investment Advisory Representatives; setting them up to pursue success and growth as they build a multi-generational firm.
We have six areas of focus:
Investment Management
A complete investment management platform for managing your client accounts. Click here to learn about our investment philosophy.
Registered Investment Advisor and Compliance
Our research shows that your average payout under the Merit RIA is equivalent to establishing your own practice. We will keep you knowledgeable with new policies, rules and procedures to save you time and safeguard your business. Our team members provide proactive support.
Transition Assistance
During the transition process, we take care of the details so you can focus on what’s important, your clients.
Business Continuity Services
Our Business Continuity Services acts a shield so your organization’s critical business functions will continue to operate despite serious incidents or disasters that may arise.
Best Practices Forum
Having a like-minded set of colleagues collaborating is vital to your success.
Succession Planning
An established succession plan is essential to properly protect your wealth and assets in unexpected circumstances. Merit helps you defend your legacy by planning for the future.
Contact us to start a conversation with our leadership team