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We are Dedicated to Building Your Tomorrow, Together
Headquartered in Atlanta and with over 40 offices throughout the United States, Merit is here to serve you and your loved ones. With over 250 hardworking teammates, Merit is committed to providing comprehensive, goals-based financial planning, investment, and wealth management services to our clients. Merit holds itself to a fiduciary standard, both contractually with our clients and because we believe it is the right thing to do.
$11.84 Billion*
Assets Served
26,000+ Nationwide
Households Served
Serving Clients
Since 1998
250
Team Members Across
Offices Nationwide
*$8.8 billion in advisory, $2.8 billion in brokerage assets, and $253 million in assets under advisement. As of June 30, 2024.
See What Our Clients Are Saying Abouts Us
Tait's integrity is impeccable. He is straightforward, honest, and his commitment to being a fiduciary is stellar. He is an excellent listener, compassionate, and has a fabulous sense of humor.
Susan L.
Client Review, may 2023
Marcus has always listened to any questions or concerns I have voiced. He has taken all the time that I have needed to explain to me the market movement and what is in my best interest to do. I have a trust in Marcus and his abilities that I did not have with my two previous advisors.
Ray G.
Client Review, May 2023
Kelly is an excellent listener and cares about my family. She couples outstanding customer service with excellent financial planning and advice.
Amber G.
Client Review, May 2023
Tait's integrity is impeccable. He is straightforward, honest, and his commitment to being a fiduciary is stellar. He is an excellent listener, compassionate, and has a fabulous sense of humor.
Susan L.
Client Review, may 2023
Marcus has always listened to any questions or concerns I have voiced. He has taken all the time that I have needed to explain to me the market movement and what is in my best interest to do. I have a trust in Marcus and his abilities that I did not have with my two previous advisors.
Ray G.
Client Review, May 2023
Kelly is an excellent listener and cares about my family. She couples outstanding customer service with excellent financial planning and advice.
Amber G.
Client Review, May 2023
Disclosure: Client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Find the Most
Convenient Financial
Planning Location For You
Tailored financial plans that cater to your unique needs and goals
Expert guidance and strategies backed by years of industry experience
Wide range of services, including retirement planning, investment management, and tax planning
The Details
Nationwide Locations for Personalized Financial Guidance
Merit Financial Advisors proudly serves clients across the United States. We offer personalized financial guidance no matter where you are located. With offices in key cities and regions, our team is ready to provide tailored financial solutions that align with your unique goals.
Whether you are in a major metropolitan area or a smaller community, Merit’s nationwide presence provides convenient locations for professional financial support.
The Benefits of Working With Financial Advisors
- Personalized Strategies: Tailored financial plans to meet your needs and goals.
- Fiduciary Commitment: Advisors who act in your best interests with transparency and integrity.
- Holistic Approach: Comprehensive financial management covering all aspects of your financial life.
- Professional Guidance: Skilled advisors who help navigate complex financial decisions.
- Peace of Mind: Confidence knowing your financial future is in capable hands.
Financial Services We Offer
Merit provides a comprehensive range of financial services to meet your unique needs. Whether you’re looking to grow your wealth, plan for retirement, or manage your estate, our seasoned professionals offer personalized strategies to help you achieve your financial goals. Our solutions include:
- Financial Planning: Customized plans designed to help you reach your financial objectives and adapt to life’s changes.
- Wealth Management: Investment strategies focused on growing and protecting your assets over the long term.
- Estate Planning: Solutions to facilitate the smooth transfer of wealth while minimizing tax implications.
- Retirement Planning: Roadmaps to help you have the financial security to enjoy your retirement years.
- Insurance Planning: Protection strategies to help safeguard your assets against life’s uncertainties.
- Trust Management: Administration and management of trusts, focusing on preserving wealth and meeting your objectives.
Finding the Right Financial Advisor in Your Area
Finding the right financial advisor is crucial for confidently navigating your financial journey. When searching for an advisor in your area, consider the following:
- Local Knowledge: Choose an advisor who understands your state's economic landscape and financial regulations. This insight is invaluable in tailoring advice to your specific circumstances.
- Credentials: Look for certified professionals, such as a CERTIFIED FINANCIAL PLANNER (CFP®) or a Chartered Financial Analyst (CFA®). These qualifications reflect a high level of commitment to the field.
- Experience and Approach: Evaluate their expertise, especially in managing similar financial situations. Their approach to financial planning must align with your goals and risk tolerance.
- Client Reviews: Reading client testimonials can provide insight into the advisor’s effectiveness and client satisfaction. This feedback helps gauge whether they are the right fit for you.