Financial Literacy with Max Baer | Merit Financial Advisors

Merit Financial Advisors is a national wealth management firm that supports both the independent broker-dealer and RIA models. Based in Atlanta, Georgia, Merit has 48 additional offices throughout the U.S. and manages $11.84 Billion in assets as of June 30, 2024 ($8.8 billion in advisory, $2.8 billion in brokerage assets, and $253 million in assets under advisement).
Merit Financial Advisors exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future.
Merit Financial Advisors - Headquarters
2400 Lakeview Pkwy, Suite 550
Alpharetta, GA 30009
Phone: [phone]
Fax: [phone]
Toll-Free: 1-866-548-8524
www.meritfinancialadvisors.com
For more information, please visit www.meritfinancialadvisors.com.
Full Disclosure: Nothing on this KZbin video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure.
Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.