Automotive Industry Solutions

Merit Financial Advisors is dedicated to partnering with you by bringing insights and guidance to your financial decisions.

Schedule a Complimentary Consultation

Retirement and Investment Planning

Personalized Cash Flow Plan
Access Retirement Goals
Compensation and Benefits Planning
Review of Current Allocation
Proposed Asset Allocation
Stock Option Exercise Analysis
Asset Projections

Asset Protection and Insurance

Asset Protection Analysis
LLC and Partnership Analysis
Disability Insurance Review
Home, Auto and Excess Liability Insurance Analysis
Health Insurance Review
Long Term Care Insurance Analysis
Life Insurance Review and Needs Analysis

Estate and Legacy Planning

Local Estate Attorney for in person meetings
Review of Current Estate Documents
Estate Plan Design Assistance
Draft of Attorney Letter
Coordination of Gifting to Insurance Trusts
Review of New Estate Planning Documents Prior to Education
Titling and Beneficiary Review
Family Meeting

Hear from Wealth Manager and Partner, Zac Bekerley, CFP®

Our advice is clear and not clouded by an obligation to promote any proprietary investment vehicle, banking institution or insurance company. As an independent firm, we bring personalized advice, financial acumen and offer an infinite of financial vehicle options for the pursuit of financial goals.

Merit professionals have been providing advice for over four decades to executives and their families. Our collective experience, has helped guide clients through economic uncertainty, changes in financial, tax and legal policy all while helping them pursue their goals and dreams. We believe our experience and multi-disciplined team approach provides a knowledgeable perspective extremely unique to other firms.

Our promise is to always:

Utilize your benefits and offerings from Toyota to create a cohesive financial plan.
Treat you and your family with respect, honesty and integrity.
Work as your financial coach, putting your interests first.
Provide guidance to help ensure you are comfortable with each of our recommendations and understand how they work for you.
Strive to exceed your expectations at every level of the relationship.
Focus on personalized wealth management services designed to meet the complex and challenging financial issues of today.
Tailor our strategies, services and investment portfolios to your unique needs and circumstances.
Honor our relationship with an unwavering confidentiality policy.
Celebrate your financial windfalls and partner through the navigation of financial challenges

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Meet Zac Beckerley, CFP®

Wealth Manager | Partner

Zac Beckerley, CFP® is a Wealth Manager for Merit focusing on investment growth and income strategies through comprehensive financial planning. He specializes in working with the executive level management of Toyota and other local and national companies. Zac enjoys helping clients build and pursue their financial goals for a comfortable and exciting retirement. Zac received both his Bachelors and Master’s degree from Texas Tech University. He has always enjoyed numbers, so it was a good fit for him to earn a degree in financial planning. Zac likes to play and listen to music, as well as spend time with his wife and three children.

Office Phone: 214.423.4200

Email: [email protected]

Meet Nicole Denson

Client Development Manager

Nicole Denson is a Client Development Manager for Merit with 15 years of industry experience focusing on new business opportunities, strategies for advisor growth, and client experience. She specializes in working with the community to coordinate financial education workshops, webinars, and events, and partnering with organizations to bring financial education, wealth management, and financial planning to their employees and staff. She enjoys working with advisors to grow their practices and clients as they seek to enjoy the lifestyle they have worked hard to achieve. In her free time, Nicole loves to travel, visit her daughter at college, and is a face in the local theatre scene in Texas.