Merit | Financial Advisors

In a recent survey from HP Workplace, 56% of working people say they spend more time with their “work family” than they do with their real family. From the read of that statistic, one would assume those two “families” are not the same. For us, at Merit Financial Advisors, our “work family” and “real family” are too close to separate. The team in Texas has been together for upwards of 20 years, have worked together before marriages, divorces, deaths, and children. For us, it is a privilege working with our family in the Texas Hub each day. We are business professionals, investment advisors, client experience personnel, and all have servant hearts and want to make a difference in the community and world. Our promise is to be your partner as you navigate all of life’s financial transitions and design a financial plan and investment portfolio to help you sustain the lifestyles you have worked hard to create.

Founded in 1998, Merit finally partnered with two local Texas firms in 2017 to create Merit Financial Advisors. While the company of Merit has grown exponentially, our family remains consistent to help our client family feel comfortable, confident and cared for. With a goal like that, it is hard not to want to be at work, especially when you work with family.

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