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Frequently Asked Questions

Who is Merit and do they follow a Fiduciary Standard?

Merit Financial Advisors is a group of like-minded professionals that strive to offer exceptional financial planning services. Merit’s employees prioritize working as a team to maximize their intellectual resources in order to best serve their clients. By always putting the interest of their clients ahead of their own, Merit holds itself to a Fiduciary standard, both contractually with their clients and simply because they believe it is the right way to do business.

Who is LPL Financial?

LPL Financial is the nation’s largest independent broker dealer*. Merit utilizes LPL’s resources to custody assets on fee-based business or conduct commission business when appropriate. LPL provides a suite of technological services to Merit and its clients; including online access for clients, preparing and sending account statements, and trading software. 

*As reported in Financial Planning Magazine, 1996-2018, based on total revenue.

For more information about LPL Financial, visit: www.lpl.com

What does it mean to be an independent RIA

As an Independent Registered Investment Advisor, Merit is capable of doing business with almost any financial institution in the world. Merit does not favor one set of investments or products over another when constructing portfolios and making recommendations to their clients. Being “independent” means Merit is free to choose the options that best suit their clients. In addition, Merit is not affiliated with any proprietary products.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected]   |  407.661.1225