Financial Advisors
Lewisville, TX
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.
Ideal for: High-net-worth individuals, business owners, families planning wealth transfer, pre-retirees and retirees, those experiencing major life transitions
Service area: Lewisville, TX and surrounding Dallas-Fort Worth area
Fiduciary Commitment: Merit operates under fiduciary standards, legally required to act in clients' best interests at all times with full transparency about fees and services.
Complex Portfolio Expertise: Their team specializes in managing sophisticated, high-net-worth portfolios including diverse investment, business, and real estate holdings with advanced tax optimization strategies.
Certified Advisors: Led by professionals holding CPFA®, CRC®, and CRPC® certifications, providing specialized expertise in financial planning, retirement, and wealth management.
Address: 4400 State Hwy 121 #200, Lewisville, TX 75056
Phone: (972) 930-1238
Website: meritfinancialadvisors.com
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