Improve & increase the number of additional services available

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: 

CREATE A FLEXIBLE PLAN FOR RETIREMENT

TO PREPARE YOU TO MEET YOUR GOALS


Lower Costs

Better service 

More Choices

Lower fees to reduce costs and improve investment returns

Merit Investment Management

MERIT ​ INVESTMENT MANAGEMENT

Vastly increase the number of investment options available

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


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