Merit Financial Advisors

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(L-R) Tony Pitzer, CFP®; Heather Peery; Joy Kirsch, CFP®; Bret Hackett, CFP®; Kathy Dollar and Brian Fisher

More Than A Job

There was a wonderful client family we worked with for many years. When the patriarch passed away, there were a lot of moving pieces to the family’s finances. At one point during the dinner after the funeral, his oldest son came up to me, shook my hand and thanked me for caring about his mom. It is more than a job or the right thing to do. For me, our clients are family — and that is what you do for family. — A Family Man

Securing Your Future

We had a client who was thinking of retiring but was afraid they would run out of money, so we walked them through our process in order for them to gain the confidence they needed for their retirement and financial future. — Confidence-Builder

Helping You Through Financial Transition

Life and financial transitions happen all the time. Some wonderful like retirement or a financial windfall, other times not so wonderful in the case of divorce or death. When working with Merit, you can expect our team to walk alongside you, partner with you and provide invaluable counsel during every financial transition. — A Financial Partner

Walking With You Hand In Hand

Being a Merit employee makes my heart happy. I get to walk hand in hand with people during their life and financial transitions and help them pursue the future they want to have. — A Happy Heart

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC an SEC registered investment advisor. Merit Financial Group and Merit Financial Advisors are separate entities from LPL Financial.