
Merit Financial Group
Merit: Retirement Planning & Wealth Management.
Date | Investors | Amount | Round |
---|---|---|---|
N/A | Late VC | ||
Total Funding | 000k |
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Merit Financial Advisors is a financial services firm dedicated to helping individuals in and approaching retirement achieve their financial goals. Operating primarily in the United States with 48 locations and headquartered in the Atlanta area, Merit focuses on providing personalized retirement planning, wealth management, and legacy building services. The firm serves a diverse clientele, including retirees, pre-retirees, and individuals seeking to secure their financial future. Merit's business model revolves around a relationship-based culture, emphasizing core values and client education. The company generates revenue through advisory fees, financial planning services, and investment management. With a team of 250 dedicated employees and partners, Merit aims to revolutionize the client experience by building the RIA (Registered Investment Advisor) of the future.
Keywords: retirement planning, wealth management, legacy building, financial advisors, client education, investment management, advisory fees, relationship-based, RIA, financial goals.
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Investments by Merit Financial Group
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