Who is Merit
Merit CEO Rick Kent built the firm on a servant-leadership style, which empowers his team to solve problems, create solutions and grow. Rick continually looks for ways to serve the team and better each member.
Merit has a particular focus on working with individuals in transition, including divorce, retirement, widowhood, etc. As clients navigate these events in their personal lives, they can rest assured that their advisors and partners at Merit will guide them through the financial implications.
What Merit Stands For
Our Commitment
We are committed to providing holistic financial planning and wealth management solutions for you, prioritizing the relationship and implementing solutions that help you meet your financial goals.
Our Team
We will work tirelessly with you to align your long-term goals and vision with your financial plan, ensuring a mutual dedication to meeting these goals through innovative strategies and solutions.
Our Support
To support you in every aspect of your financial life, Merit has invested in technology and talent to provide a superior experience and shared dedication to creating solutions that work. Merit is a partner, providing the support you need to navigate life’s challenges, transitions, and victories.