Grow Your Wealth. Secure Your Future.

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Let us help you navigate the complexities of the financial world to find the perfect plan for your future.

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Merit Money Map

5 critical steps to help you navigate the road to retirement. We will evaluate where you are today, where you want to be, and the most efficient route to get you there. 

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Manage Your Money with Confidence

Typical financial planning centers around volatility. At Merit Advisors, we will help you secure your lifestyle by maximizing the use of tax-efficient, principal protection tools, and then increase your potential returns by investing the surplus savings.

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Tailored Solutions
to Meet Your Needs

Everybody’s situation is different. The Merit Advisors team takes the time to understand your needs and wants and handcraft a portfolio that reflects your unique situation. You’ll be able to track it in real time and have 24/7 access to the team.

Take Control of Your Wealth One Step at a Time

Merit Advisor’s process is a proprietary framework crafted to guide you through the necessary steps to enhance your wealth and bring stability back to your financial life.

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Secure

The goal is to protect your current lifestyle and make sure it is not vulnerable to market volatility. We do this through the use of principal protection tools that are tax-efficient and built for longevity.

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Invest

After we achieve income stability and tax protection, we invest the surplus savings into the tactical investment strategy, based on your needs, to increase the potential return of the overall plan.

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Manage

We will actively manage your portfolio to make sure your plan stays consistent based on changes in your life and lifestyle. We’ll also review the plan periodically and look at investment performance.

Uncover the strategies used by the wealthy

For years, Merit Advisors has studied the characteristics of wealth accumulation vehicles and have come to the conclusion that there’s an underlining commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.