Merit Financial Advisors

“Easy to communicate with. He takes as much time as is necessary to share his insights, and he is always available.”

“Tait is extremely knowledgeable and experienced in financial markets and strategy. He is patient and thorough in explaining information. He is very personable and is not satisfied until you are comfortable with what is transpiring. Would recommend him to anybody looking to create a financial plan.”

“Marcus has always listened to any questions or concerns I have voiced. He has taken all the time that I have needed to explain to me the market movement and what is in my best interest to do. I have a trust in Marcus and his abilities that I did not have with my two previous advisors.”

“We've already shared with several friends and family members how our initial conversations with Tait have gone, as well as our ongoing support. This has included a general free structure. Tait's availability and accessibility, the results of his reporting to us, and the documentation we received on a semi-annual basis.”

“I have explained to friends and family that Justin takes the time to get to know you and what you hope to accomplish in retirement. He asks questions to understand your risk tolerance.”

“Tait listens to you. Then, makes financial plans for you based on what he has heard, your financial status, and your projected longevity.”

“We have complete trust in Kelly, both in her knowledge and also her care for us. She is both professional and personal.”

“Tait's integrity is impeccable. He is straightforward, honest, and his commitment to being a fiduciary is stellar. He is an excellent listener, compassionate, and has a fabulous sense of humor.”

“Justin is extremely knowledgeable, friendly, easy to communicate, listens well.”

“Kelly is more than an advisor - she is a teacher and a friend.”

“My family and many friends have already took my advice and invested with Tait!”

“Justin provides a sense of stability into a sometimes-chaotic market.”

“His advise is comprehensive, he comes prepared for discussions, adaptable to changing topics/situations.”

“Knowledgeable and trustworthy. Love working with Kelly. She’s patient, knowledgeable and I simply trust her.”