Union Financial Advisors
Union Financial Team Joins Forces with Merit Financial Advisors Effective May 9, 2022
We are excited to announce a new phase of our company, the merger of Union Financial Advisors 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.
We remain committed to personal and professional development, with each member of our growing team holding advanced designation(s) specific to the field of financial planning or investment management. Learn more about our team here or call us at 918.627.2500.
Union Financial Advisors, Merit Financial Advisors and LPL Financial are separate entities.
Watch The Latest Monthly Market Update Here
Watch here and learn what implications the latest market moves may have on your portfolio, reach out to your wealth advisor for more information or give us a call at 866-637-6949.
Would you like to see more of our recent market updates? Click here!
Special Market Update: Silicon Valley Bank
Written by: Caleb Tucker, CFA®, Director of Portfolio Strategy With the failures of Silicon Valley Bank (SVB)…
Our commitment and mission help our clients design, implement, and monitor a complete financial plan that helps define and pursue their financial goals and dreams.
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.
We’re here to guide you in enhancing and protecting your wealth. Through innovation, we leverage the right tools, resources, and solutions to best serve you. With a wide range of resources focused on financial education and tips, powered by leading-edge technology and cybersecurity, and a robust website with calculators and market updates, we can help you gain further insight into your financial plan.