Founded in 2007, Merit Financial Advisors is a registered investment adviser (RIA) that offers a wide range of financial services to individuals, families, and business owners across the United States. The company operates on a fiduciary model, meaning they are legally obligated to act in their clients' best interests. Their services encompass holistic financial planning, investment management, retirement planning, tax services, and estate planning, with a mission to simplify the complexities of financial life and help clients achieve their goals. The firm has grown significantly through strategic acquisitions and a focus on a team-based advisory approach.

Founded in

United States