Our mission is to help our clients create clarity, comfort and confidence through holistic financial planning.   We strive to deliver a superior client experience while strengthening our long-term relationships through professionalism, friendliness and reliability. 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Synergy Investment Management, an SEC Registered Investment Advisor. Synergy Investment Management and Merit Wealth Advisors are separate entities from LPL Financial.

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 LPL Financial registered representatives associated with this website 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.

Merit Wealth Advisors

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