Lower fees to reduce costs and improve investment returns

Merit helps clients define a comprehensive financial & investing strategy for their retirement


  Merit helps clients focus on improving three key items for retirees: choice, costs & services

More services 

CUSTOMIZED RETIREMENT PLANNING BASED

ON YOUR ​ENTIRE FINANCIAL PICTURE

Increase the number of additional services available

Lower Costs


Financial Plan:


Merit's investment advisory process helps evaluate multiple retirement scenarios to achieve an investor's goals.


Merit offers clients additional services such as estate planning, tax assistance & evaluating insurance options

Check out Merit's Video channel for a quick overview: 

Vastly increase the number of investment options available

More Choices

Merit Investment Management

MERIT ​ INVESTMENT MANAGEMENT