Merit Financial Advisors is a national wealth management firm dedicated to enriching the lives of its clients through personalized financial strategies. With over 300 team members across 48 offices nationwide, including a location in Frisco, TX, Merit offers a comprehensive suite of services tailored to individual needs. Their offerings encompass financial planning, wealth management, insurance planning, and specialized support during life transitions such as retirement, divorce, career changes, and widowhood. Committed to acting in their clients’ best interests, Merit operates under a fiduciary standard, ensuring that every financial decision aligns with the client’s goals. As of March 31, 2025, the firm manages approximately $15.96 billion in assets, serving over 26,000 households nationwide . Merit’s mission is to revolutionize the client experience by building the Registered Investment Advisor (RIA) of the future, emphasizing trust, transparency, and tailored financial guidance.