Clarity. Confidence. Trust.
Merit helps you navigate life’s transitions with strategies built around your story. From income planning to tax-smart moves and legacy decisions, we meet you where you are and help chart a path forward that feels steady, clear, and personal. Whether your life has taken an unexpected turn or you're simply unsure what's next, we are here with the experience and empathy to guide you.
Your Personalized Plan Can Help With:
Personalized, Fiduciary Advice
Your plan is built around your goals, not sales quotas or cookie-cutter templates.
Transparent Cliff-Based Pricing Structure
Our goal is to keep pricing simple, upfront, and aligned with your success. There are no planning fees, no hidden costs, and no surprises.
- This is a flat fee model, not tiered. For example, if you have $2,000,001 in assets, the entire amount is billed at 0.60%—not split between two rates.
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Assets Under Management of $2 million or more: 0.60% annual fee
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Assets Under Management under $2 million: 0.85% annual fee
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Disclosure: It is important to note that it is possible that different investment adviser representatives at Merit may charge different fees for providing the same types and level of service to clients. The specific level of services you will receive and the fees you will be charged will be specified in your asset management agreement.
Life Changes
As your life changes, so does your plan. We adjust annually, optimizing for market growth, tax law updates, and spending flexibility.
What's Next?
We believe trust is earned. Our process gives you the clarity and confidence you need before ever making a decision.
Step One: Discovery Call
A relaxed virtual meeting where we get to know you: your goals, your lifestyle, and what truly matters most.
Step Two: Retirement Diagnostic
You will receive a custom 45-60-minute video that breaks down where you stand today and planning moves that could take your retirement to the next level.
Step Three: Questions Call
A follow-up conversation to dig deeper, ask questions, and explore what comes next on your terms.
Sample Diagnostic
Getting Started
One plan. No obligations. Designed just for you.
920-672-4232
Merit Financial Advisors exists to enrich the lives of those we serve.
Our mission is to revolutionize the client experience by building the wealth management firm of the future.
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