Merit Financial Advisors

Joshua Taylor 

on Google

2 weeks ago

Before reaching out to Merit Wealth Advisors, I was, by all accounts, a financial novice. Despite being in my thirties, I had no idea what I was doing with retirement whatsoever. After realizing I desperately needed to be educated and proactive about retirement, I sent them a request for help. Ms. Isabel Ortiz contacted me, and she was an absolute superhero! In less than thirty minutes, she managed to explain to me what I already had from my employment history and what I should do with it to ensure I'm ready when the tim... read more

Maureen McLaughlin 

on Google

a year ago

We were looking for a financial advisor about 8yrs ago when our lives changed drastically after I was divorced and my friend widowed. We were overwhelmed and needed someone we could trust to guide us in managing our assets for our future. We were referred to Merit Wealth Advisors and reached out to them for a consultation. They spent quite some time speaking with us, reviewing our needs and sorting out our options. We’ve never looked back. We’ve been made to feel comfortable and safe that our assets have been placed in the b... read more

Jack Eisenhut 

on Google

11 months ago

Incredible team at Merit Wealth Advisors! Our entire family have been guided to comfortable retirement savings for over 20 years now. David Schlitt and his team have made us feel comfortable to discuss everything financial growth. They are trustworthy and I would (I have) recommend/ed them to anyone happily. 

Greg Whiteside 

on Google

a year ago

I've had the pleasure of working with both David Schlitt and Sol Shen for multiple years now. I find them to be personable, highly knowledgeable, accessible and able to break complicated financial advice down into understandable and actionable plans. They are clearly service-driven and I actively refer clients over to them whenever anyone I know needs financial advising. 

Russ Wheaton 

on Google

a year ago

Highly professional, attentive, and personalized financial guidance and planning! These folks really know their stuff and have amazed me for more than a decade with their knowledge, proactive approach and, in my opinion, industry leading methods. They keep a keen eye on the global market and trends and then contextualize it to your portfolio and goals. Highly, highly recommended!