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 * Client Portal
 * Careers
 * Disclosures
 * For Advisors
   * Join Merit
   * Amplify Your Success

866-995-7844


 * Whom We Serve
 * Our Solutions
   * Life Transitions
     * Retirement
     * Divorce
     * Career Transition
     * Widowhood
   * Wealth Management
   * Financial Planning
   * For Businesses
     * CPA Connect
     * Retirement Solutions for Employers
     * Business Owners
 * Insights
   * Resources
     * Divorce Resources
     * Educational Videos
     * Retirement Resources
     * Wealth Management Resources
     * Widowhood Resources
   * Calculators
   * Questionnaires
   * Market Updates
 * In The News
 * About Us
   * Locations
   * Client Testimonials
   * Our Story
   * Our Leadership Team
   * Our Investment Philosophy
   * Join Merit
   * Amplify Your Success
   * Meet Our Independent Partners
 * Contact Us
 * Client Portal


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 * Whom We Serve
 * Our Solutions
   * Life Transitions
     * Divorce
     * Retirement
     * Career Transition
     * Widowhood
   * Wealth Management
   * Financial Planning
   * For Businesses
     * CPA Connect
     * Retirement Solutions for Employers
     * Business Owners
 * Insights
   * Resources
     * Educational Videos
     * Retirement Resources
     * Divorce Resources – New
     * Widowhood Resources
   * Events
   * Calculators
   * Questionnaires
   * Market Updates
 * In The News
 * About Us
   * Locations
   * Client Testimonials
   * Our Story
   * Our Leadership Team
   * Join Merit
   * Amplify Your Success
   * Our Investment Philosophy
 * Client Portal
 * Careers
 * Disclosures
 * For Advisors
   * Amplify Your Success
 * Contact Us
 * Client Portal


Schedule a Consultation


WE ARE MERIT

Your trusted financial partner, providing the support you need to navigate
life's challenges, transitions, and victories.

Schedule a Consultation Today!



WELCOME TO MERIT

Merit Financial Advisors exists to enrich the lives of those we serve.

Our mission is to revolutionize the client experience by building the RIA of the
future.


WEALTH MANAGEMENT

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.

Learn More


LIFE TRANSITIONS

Life events can be planned or unexpected, either way, the financial and personal
aspects of your transition are equally important and equally complex. Where
there is change, there is also opportunity. Meet with one of our professionals
who can help you move forward with confidence and a sense of direction in
uncertain times.

Learn More


INDEPENDENT ADVISORS

Merit serves as a true partner for advisors. We work with advisors equipping
them with the tools, technology, and resources needed to build revenues, expand
your practice and grow as a professional. If you are looking to take your firm
to the next level, you are in the right place. At Merit, we believe we are
Stronger Together.

Learn More


ACCOLADES

View More Awards



ASSETS SERVICED


$10 BILLION*





HOUSEHOLDS SERVICED


16,000+


NATIONWIDE


SERVING CLIENTS SINCE


1998


OFFICES


48


NATIONWIDE


MERIT TEAM MEMBERS AND PARTNERS


225


ACROSS THE U.S.

*$7.15 billion in advisory, $2.7 billion in brokerage assets, and $242 million
in assets under advisement. As of December 31, 2023.


SEE WHAT OUR CLIENTS ARE SAYING ABOUT US


"TAIT LANE AND THE ENTIRE TEAM AT MERIT HAVE BEEN VERY HELPFUL AND ARE VERY
QUICK TO RESPOND TO PHONE CALLS AND EMAILS. WILLING TO ASSIST WITH NEEDS."

- Mark T.
May 9, 2023
Client of Tait Lane | Regional Director, Partner


 "KELLY IS MORE THAN AN ADVISOR - SHE IS A TEACHER AND A FRIEND."

- Darlene B
May 11, 2023
Client of Kelly Gallimore,ChFC®, CES® | Wealth Manager


"JUSTIN PROVIDES A SENSE OF STABILITY INTO A SOMETIMES-CHAOTIC MARKET."

- John W.
May 25, 2023
Client of Justin Eccleston | Wealth Manager



"EXCELLENT PERSON TO WORK WITH!"

- Cheryl C.
April 20, 2023
Client of Marcus Anderson CFP®, CIMA®, AIF® | Wealth Manager



"TAIT DOES A GREAT JOB MANAGING MY INVESTMENTS AND PROVIDING RETIREMENT INCOME
FOR ME. HE IS EASY TO WORK WITH AND I FEEL HONEST."

- Patricia B.
May 11, 2023
Client of Tait Lane | Regional Director, Partner



"WE HAVE COMPLETE TRUST IN KELLY, BOTH IN HER KNOWLEDGE AND ALSO HER CARE FOR
US. SHE IS BOTH PROFESSIONAL AND PERSONAL."

- Scott B
May 11, 2023
Client of Kelly Gallimore,ChFC®, CES® | Wealth Manager


"EASY TO COMMUNICATE WITH. HE TAKES AS MUCH TIME AS IS NECESSARY TO SHARE HIS
INSIGHTS, AND HE IS ALWAYS AVAILABLE."

- Hilary K.
May 11, 2023
Client of Justin Eccleston | Wealth Manager


"TAIT LANE AND THE ENTIRE TEAM AT MERIT HAVE BEEN VERY HELPFUL AND ARE VERY
QUICK TO RESPOND TO PHONE CALLS AND EMAILS. WILLING TO ASSIST WITH NEEDS."

- Mark T.
May 9, 2023
Client of Tait Lane | Regional Director, Partner


 "KELLY IS MORE THAN AN ADVISOR - SHE IS A TEACHER AND A FRIEND."

- Darlene B
May 11, 2023
Client of Kelly Gallimore,ChFC®, CES® | Wealth Manager

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See All Testimonials


MERIT IS A FINANCIAL SERVICES FIRM THAT SEEKS TO ESTABLISH, EDUCATE, AND SATISFY
THE FINANCIAL GOALS OF INDIVIDUALS IN AND APPROACHING RETIREMENT.

We focus on providing reliable and objective financial advice by establishing a
genuine and long-lasting relationship with our clients. We administer an array
of financial services, which focuses on our client’s personal growth along with
their financial goals.

We believe that we can help address the retirement challenges in America by
bringing financial freedom, wellness and confidence to the working population
and retirees. As people experience financial wellness, they will live more
productive lives.

Our mission is to create the ultimate client experience. We strive to exceed
client expectations by providing the best possible service while helping clients
feel confident about establishing and targeting their financial goals.




SEE THE LATEST MONTHLY MARKET UPDATE HERE

Learn what implications the latest market moves may have on your portfolio,
reach out to your wealth advisor for more information or give us a call at
866-995-7844.

Would you like to see more of our recent market updates? Click here!

Sign Up to Recieve Our Monthly Market Updates


FEBRUARY 2024 MARKET UPDATE

February 29, 2024 | Market Updates, Videos, Wealth Management


In this February Market Update, Brian Andrew, CFA®, Chief Investment Officer,
reviews this month’s market trends and…

Read More




AS SEEN IN


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SCHEDULE A COMPLIMENTARY CONSULTATION


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Check the background of your financial professional on FINRA’s BrokerCheck



MERIT FINANCIAL ADVISORS

At Merit, planning for what matters to you is our job.

We have a team of dedicated individuals desiring to educate you on how to be
financially wise, protect and invest the money you have accumulated, help build
a legacy for you and help the next generation reach their financial potential.

866-995-7844

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DISCLAIMER

 

Check the background of your financial professional on FINRA's BrokerCheck

Advisors associated with Merit Financial Advisors may be either (1) registered
representatives with, and securities offered through LPL Financial, Member
FINRA/SIPC, and investment advisor representatives of Merit Financial Group; or
(2) solely investment advisor representatives of Merit Financial Group, and not
affiliated with LPL Financial. Investment advice offered through Merit Financial
Group, a registered investment advisor. Merit Financial Group and Merit
Financial Advisors are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may
discuss and/or transact business only with residents of the states in which they
are properly registered or licensed. No offers may be made or accepted from any
resident of any other state.

Site Map  |  Terms of Service & Privacy Policy 

© 2024 MERIT FINANCIAL GROUP LLC. ALL RIGHTS RESERVED. | POWERED BY WT DIGITAL
AGENCY

×
 * Whom We Serve
 * Our Solutions
   * Life Transitions
     * Retirement
     * Divorce
     * Career Transition
     * Widowhood
   * Wealth Management
   * Financial Planning
   * For Businesses
     * CPA Connect
     * Retirement Solutions for Employers
     * Business Owners
 * Insights
   * Resources
     * Divorce Resources
     * Educational Videos
     * Retirement Resources
     * Wealth Management Resources
     * Widowhood Resources
   * Calculators
   * Questionnaires
   * Market Updates
 * In The News
 * About Us
   * Locations
   * Client Testimonials
   * Our Story
   * Our Leadership Team
   * Our Investment Philosophy
   * Join Merit
   * Amplify Your Success
   * Meet Our Independent Partners
 * Contact Us
 * Client Portal

×
 * Whom We Serve
 * Our Solutions
   * Life Transitions
     * Divorce
     * Retirement
     * Career Transition
     * Widowhood
   * Wealth Management
   * Financial Planning
   * For Businesses
     * CPA Connect
     * Retirement Solutions for Employers
     * Business Owners
 * Insights
   * Resources
     * Educational Videos
     * Retirement Resources
     * Divorce Resources – New
     * Widowhood Resources
   * Events
   * Calculators
   * Questionnaires
   * Market Updates
 * In The News
 * About Us
   * Locations
   * Client Testimonials
   * Our Story
   * Our Leadership Team
   * Join Merit
   * Amplify Your Success
   * Our Investment Philosophy
 * Client Portal
 * Careers
 * Disclosures
 * For Advisors
   * Amplify Your Success
 * Contact Us
 * Client Portal