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Merit

Tel: 214-423-4204
2801 Network Blvd.
Suite 503
Frisco, TX 75034
Merit | Financial Advisor in Frisco ,TX

Reinventing Financial Relationships


About Merit

Merit Financial Advisors is a team of wealth professionals specializing in the key areas of financial planning enabling us to provide the best in class service and advice. We offer a wide range of services to meet your personal goals, such as: financial, tax and estate planning; risk management and the creation of personalize investment strategies. Our focus is to add value and assist clients through life's big transitions: retirement, divorce, widow/widower hood, loss or transition of a job . We offer a complementary initial in-person meeting at our Frisco or Southlake location, on the phone or via zoom.

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

Merit is a financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement. We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client's personal growth along with their financial goals.

We believe that we can help address the retirement challenges in America by bringing financial freedom, wellness and confidence to the working population and retirees. As people experience financial wellness, they will live more productive lives.

Our mission is to create the ultimate client experience. We strive to exceed client expectations by providing the best possible service while helping clients feel confident about establishing and targeting their financial goals.

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General Information

Firm Start Year:   1994
No.of Employees:   50-99
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
Number of Years with Current Firm:   20
Work Experience:   The North Texas team at Merit Financial Advisors collectively has upwards of 100 years of industry experience. That experience ranges from Private Wealth and CFO services, Executive Planning, Retirement Income Planning, Legacy and Philanthropic planning to in- house investment management.
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting

Services

Investment Types:   Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Mutual Funds, Alternative Investments
Can meet clients in the following ways:   Our Office, Via Email, Via Phone, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Life, Annuity

Firm Information

Firm's Number of Clients:   425
Firm's Number of Planning Clients:   300
Firm's Number of Managed Clients:   425
Assets Managed by Firm:   700,000,000
Advisor's Number of Clients:   140
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   100
Assets Managed by Advisor:   200,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Commissions, Based on Assets, Flat Fee
Fee % Based on Assets:   1%

Board Positions

Organization :   Children's Advocacy Center, Lewisville/Denton
Position :   Board Member
Duration :   09/13/2019-Present

Education

BBA Financial Planning  - Financial Planning   University of North Texas  - Denton
8/15/1998-05/15/2001

Financial Services

Retirement Planning

We build customized retirement plans which are updated as retirement approaches ensuring the consistency of income from the investments.

401K Rollovers

We educate clients on the pros and cons of rolling a 401(k) to an IRA based on their specific needs and personal situation.

Insurance Planning

We have an entire team dedicated to insurance planning and deducing the best type of insurance based on the need. We believe this is a very important part of a families overall plan.

Annuities

We have a deep knowledge of annuities. Our firm has a long history with annuities and experience in evaluating annuity contracts from the past and current issue.

Estate Planning & Trusts

We provide insight to clients on estate planning and trust, however we do not draft documents. We partner with clients and estate planning attorneys to facilitate the design and execution of the estate plan.

Tax Planning & Mitigation

We do not provide tax service, however work very closely with a number of tax professionals.

Education Funding & Planning

We review the different ways to fund and plan for education kids and grandkids.

Risk Management

We discuss risk management in two ways, Risk of investments and market as well as individual liability risks. Our belief is protecting from market risk is only one piece if some unidentified or unseen event could negatively effect the achievement of your goals then your investments are still at risk,

Money Management

We manage money in many different ways. We have low cost managed portfolios, mutual fund allocations, 3rd party managed accounts and alternative investment.

Financial Planning for Individuals

All of the services we provide to our families and couple clients are the same for Individual clients.

Financial Advice & Consulting

Our firm works as the "Financial Director" to our clients by assisting them in all aspects of their financial world and is their conduit to estate planning, tax planning, risk management and Family Office services.

Portfolio Management

Our investment approach is designed to create income stream for clients as their lifestyle dictates. We segregate assets into multiple classifications allowing us and the client to determine which asset class is to be accessed to accomplish the stated goals.

Investment Management & Advice

We are investment agnostic. We also have the ability to offer investment vehicles which cover the breadth of the investment landscape.

Wealth Management

Our goals based process enables us to work with clients ensuring the lifestyle they have worked hard to create is the one they can enjoy in and through retirement. Wealth management encompasses all areas financial wellness from investment management to legacy planning,



Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC, Merit, Merit Financial Advisors, are separate entities from LPL Financial. Site Map | Terms of Service & Privacy Policy | Compliance Disclosures

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 4:00 PM

Communities Served

Our systems and processes allow us to serve client in all 50 states, Currently, we are servicing clients in over 38 states with offices in 6 states and 12 cities.

Compensation Arrangements

Check Bank Transfer
Visa MasterCard
American Express Discover

News & Events

Barron's Top 100 Private Wealth Teams
When: 06/01/2021
Details:Team excellence ...more

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