Financial Clarity, Comfort and Confidence

These are challenging financial times for many investors as they grapple with rapidly changing economic conditions that impact both markets and pocketbooks. Crafting a solid long-term plan can be confusing with so much in flux — and it can leave people feeling uncomfortable and unsure about their financial decisions. At Merit Wealth Advisors, our mission is to help clients invest with clarity, comfort and confidence.

Clarity: Laser-focused Investment Strategy

We’ve never seen a cookie-cutter client walk through our door. Every person’s financial goals are unique, and we won’t start creating your investment strategy until we have a clear understanding of your specific goals, time horizon and risk tolerance. Whether you want to plan for an early retirement, sell a business, save for your kids’ education or take the trip of a lifetime — your goals are our goals. And our job is to help you get there.

Once we’re clear on your priorities, we’ll make sure you’re clear on how your custom investment strategy aligns with your goals. We’ll provide explanations without any confusing jargon. You’ll be empowered with the information and insights you need to fully understand how your investments are performing in relation to your financial objectives, with access to detailed reports 24/7 via a personalized dashboard. Plus, we’re available by phone when questions arise and are more than happy to address them personally.

Comfort: A Higher Standard

We’ll listen to your concerns, perform an in-depth risk assessment and develop a plan to suit your comfort level and investment time horizon. With regular check-ins and portfolio check-ups, you’ll have frequent opportunities to bring any concerns or questions to our attention, whether you prefer to communicate in person, via email, by phone or on a video call.

At Merit Wealth Advisors, we act as your fiduciary — and that means you have our commitment to always put your interests ahead of our own. Not all advisors are fiduciaries, and having this type of a relationship can help increase investors’ comfort level with their strategy — and their advisor.

Confidence: Performance and Personalized Service

Our comprehensive process capitalizes on innovative financial technology that ensures efficient operations and leverages the power of advanced data analytics to help provide actionable insights with a goal to deliver strong performance. But we also see beyond a portfolio to the person who’s placed their trust in us. We take a holistic, results-driven approach to financial advising and can assist you with your budgeting, tax planning, estate planning and other financial needs. Our client-centered process transforms customers from mere financial services consumers to active partners in their financial growth.

Our Promise

The path toward a secure financial future can sometimes feel uncomfortable, fraught with uncertainty and risk. We’ll walk that path with you and offer a promise to guide you with integrity, dedication and professionalism every step of the way.

Invest with greater clarity, comfort and confidence with Merit Wealth Advisors.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.