As a fiduciary, our focus is to provide reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. Our team collectively has more than 80 years of experience in the financial services industry and we specialize in a range of financial matters in all life stages.
Whatever your goals, we can help you put together a plan with minimal hassle and maximum results. Our short videos are engaging and informative and will prompt you with questions to ask your advisor. Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
Whatever your goals, we can help you put together a plan with minimal hassle and maximum results. Our short videos are engaging and informative and will prompt you with questions to ask your advisor. Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
Services
Our mission is to help our clients create, preserve, and transfer wealth by clearly understanding their financial goals. We strive to strengthen our long-term relationships through professionalism, friendliness, and reliability by providing a superior client experience. Our team approach adds perspective to all we do and provides increased benefits to our clients.
Merit Financial Group has an investment philosophy based on 6 key principles which help guide our actions based on our beliefs. We believe principles are values that represent what is desirable and positive for an organization and helping determine our actions. Humility: The absence of humility is arrogance, and we believe arrogance can lead to overconfidence.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. Recommending investment and accumulation strategies to help you pay for your children's education.
Advisors who mitigate confusion and anxiety associated with matters related to financial planning. Bring copies of the following financial information so your advisor can learn about where you are today:. Visualize your short and long-term financial goals; this can be anything from saving for a dream family vacation to planning for retirement.
Merit Financial Advisors is a group of like-minded professionals that strive to offer exceptional financial planning services. Merit's employees prioritize working as a team to maximize their intellectual resources in order to best serve their clients.
By always putting the interest of their clients ahead of their own, Merit holds itself to a Fiduciary standard, both contractually with their clients and simply because they believe it is the right way to do business.LPL Financial is the nation's largest independent broker dealer*. Merit utilizes LPL's resources to custody assets on fee-based business or conduct commission business when appropriate.
By always putting the interest of their clients ahead of their own, Merit holds itself to a Fiduciary standard, both contractually with their clients and simply because they believe it is the right way to do business.LPL Financial is the nation's largest independent broker dealer*. Merit utilizes LPL's resources to custody assets on fee-based business or conduct commission business when appropriate.
Reviews (1)
Chris Bredesen
Sep 30, 2021
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I have been a Merit client for a few years now and found their staff to be friendly and professional. David and his colleagues help me and my family understand how to best prepare for our future and those of our kids. Our yearly reviews show us in detail where we stand and help us track changes in the market in and with investment choices. Overall we couldn't be happier!
