Empowering Clients Through Partnership and Advanced Strategies

At Merit Financial Advisors, growth isn’t just about scale; it’s about helping clients pursue their goals with clarity, confidence, and solutions tailored to their unique needs. During our ENRICH conference, Steve Henderson, CPA, PFS, CFP®, CKA®, Partner, Wealth Manager in Tulsa, OK, who joined Merit through an RIA partnership, shared how Merit’s depth of resources enables him to bring sophisticated strategies to clients in a way that feels approachable and empowering.

One client story that stood out was how Merit’s collaborative approach helped navigate a complex financial decision. By leveraging the firm’s investment platform and advanced planning tools, Steve and the Merit team introduced strategies to mitigate concentrated stock risk and provide clients with more balanced growth opportunities. While techniques such as hedging or structured products can feel intimidating, Steve emphasized the importance of translating these into clear, actionable guidance so clients not only understand the options but also feel confident in choosing the right path.

That combination, sophisticated resources delivered with personal care, is what makes Merit different. With over 55 offices nationwide and more than $20 billion in assets under management (AUM), Merit offers the scale and expertise that advisors and clients alike can rely on. For firm owners considering succession planning or M&A, that means access to enterprise-level support while maintaining the personal client relationships that matter most.

Steve’s story is a reminder of our commitment: to walk alongside clients through every season of their financial journey. Whether it’s planning for retirement, managing concentrated stock positions, or building a succession plan, our advisors are equipped to simplify complexity and put clients first.

At Merit, growth is about more than numbers, it’s about partnership. When clients feel understood and supported, real progress happens. For firm owners, joining Merit opens the door to new opportunities for scale, resources, and long-term enterprise value, while preserving the unique identity they’ve built.

If you’re exploring succession planning, growth, or partnership, we’d be glad to start the conversation about what that could look like for your firm.

Featuring Steve Henderson, CPA, PFS, CFP®, CKA®, Partner, Wealth Manager in Tulsa, OK.

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