Merit Financial Advisors

Merit Financial Advisors is a wealth management and financial planning firm in Lewisville serving high-net-worth individuals, families, and business owners. Led by CPFA®, CRC®, and CRPC® certified advisors, they offer comprehensive financial planning, wealth management, retirement planning, investment management, estate planning, insurance planning, tax optimization, and business financial planning. Their team specializes in managing complex portfolios, preserving wealth across generations, and guiding clients through major life transitions.