Your trusted financial partner, providing the support you need to navigate life's challenges, transitions, and victories. Whether you are looking for investment management expertise or a more comprehensive planning approach for your overall wealth management needs, our team wants to get to know you.
Striving to understand your particular situation and financial goals, we create customized investment portfolios and wealth management strategies custom-fit to your personal needs. Life events can be planned or unexpected, either way, the financial and personal aspects of your transition are equally important and equally complex.
Striving to understand your particular situation and financial goals, we create customized investment portfolios and wealth management strategies custom-fit to your personal needs. Life events can be planned or unexpected, either way, the financial and personal aspects of your transition are equally important and equally complex.
Services
Merit Financial Advisors is a national wealth management firm with over $5.5 billion in assets that support advisors affiliated with independent broker-dealers, as well as those who are registered investment advisors. Merit's mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their businesses.
Corporate earnings have been strong enough to make domestic equity valuations look more attractive. Recent gains in the labor market have been robust, but continued momentum will be necessary before the Fed begins to slowly step back from its current accommodative policy. Our positioning continues to favor a return to normalcy and economic expansion that is beneficial to value stocks.
Merit holds itself to a Fiduciary standard, both contractually with our clients and simply because we believe it is the right way to do business. We have developed a tool to use in conjunction with Merit's six principles to explain how we view the investment landscape, called the economic dashboard.
Reviews (1)
Doug Gober
May 13, 2021
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We have been delighted at the experience we've had with Merit, especially with Dave Elder. Being new to retirement and living through these difficult times to predict, Dave has talked us off the ledge several times along with helping us deal with family situations that has resulted in a significant increase in our net worth... We are definitely promoters of Merit and would recommend them to anyone.
