Broker Check
How to Bake a Pie-R-A Preparation is the Key to Retirement
Client Centered
Merit Wealth Advisors Leadership Team

Sol Shen, Partner  /   Chris Bordner, CEO  /   David J. Schlitt, Partner

We’re excited to share that, effective January 1, 2026, Merit Wealth Advisors has officially joined Synergy Wealth Alliance. This partnership reflects our shared commitment to comprehensive financial planning, personalized guidance, and long-term client relationships. By joining the Synergy team, we are expanding the resources and expertise available to our clients—while continuing to provide the same dedicated service and trusted support you’ve come to expect.

To learn more, visit Synergy Wealth Alliance: SynergyWealthAlliance.com/Announcements