Merit Wealth Advisors

Merit Wealth Advisors Our mission is to help our clients create, preserve and transfer wealth by clearly understanding their financial goals.

We strive to strengthen our long-term relationships through professionalism and reliability by providing a superior client experience. Securities offered through LPL Financial Member FINRA/SIPC finra.org sipc.org
Investment advice offered through Merit Financial Group, LLC, an SEC registered investment advisor. Merit Financial Group, LLC and Merit Wealth Advisors are separate entities from LPL F

inancial.
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
• CASL® conferred by The American College of Financial Services.

We’re excited to share that Merit Wealth Advisors has merged with Synergy Wealth Alliance, uniting two firms committed ...
02/03/2026

We’re excited to share that Merit Wealth Advisors has merged with Synergy Wealth Alliance, uniting two firms committed to trusted guidance and long-term financial success.

This partnership expands our resources and expertise; while preserving the personalized relationships our clients value most.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
01/06/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

M0 is the total of all physical currency worldwide. What’s it look like?
12/30/2025

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
12/23/2025

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

A homewarranty may make sense, but you need to set proper expectations.
12/16/2025

A homewarranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
12/09/2025

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Second homes have unique risks and insuring them is different than a primary home.
12/02/2025

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
11/25/2025

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

11/18/2025

Tax freedom day: the day you begin earning money for yourself.

11/11/2025

The savings rate is the government’s estimate of how much U.S. households are saving.

Address

1060 Maitland Center Commons, Ste 365
Maitland, FL
32751

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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