Merit Advisors

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

5008 Pine Creek Dr Ste A, Westerville, O...

Phone Number

(614) 686-3748

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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1
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1

About Merit Advisors

Merit Advisors is a financial services firm based in Westerville, OH, specializing in personalized retirement planning, asset preservation, and legacy solutions. They adopt a client-first, education-based approach to help individuals navigate their financial journeys and achieve their ideal retirement. The firm emphasizes building strong relationships and providing ongoing support to ensure clients' financial strategies remain aligned with their evolving needs. Merit Advisors offers a range of resources, including guides, videos, and consultations, to empower clients in making informed financial decisions.Explore more
Merit Advisors's Social MediaPopular SearchesMerit Advisors LLCMerit Institute for Mortgage Education LLCMeritAdvisorsLLCMeritadvisorsllc.comSIC Code 62,628NAICS Code 52,523Show more

Merit Advisors Org Chart

PhoneEmail
BM
United States flag for contact location.

Financial Associate & Advisor

PhoneEmail
SP
United States flag for contact location.

Service Advisor

PhoneEmail
AM
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Merit Advisors

<$5M
1-10
Private
-
2005
BM
Ben MillsFinancial Associate & Advisor
$6.4M
11-50
Private
-
2011
Jay Brost, Executive Vice President at Phillip Allen
Jay BrostExecutive Vice President
<$5M
11-50
Private
-
2005
KF
Kate FossFinancial Advisor
<$5M
11-50
Private
-
2013
Marvin Mitchell, Chief Executive Officer & Retirement Coach at Compass Retirement Solutions
Marvin MitchellCEO & Retirement Coach
<$5M
11-50
Private
-
2004
KB
Kyle BostonChief Investment Officer
<$5M
1-10
Private
-
1999
KB
Kristin BushmanDirector, Client Relations
<$5M
1-10
Private
<$5M
1984
SS
Steve ShymanCEO & Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Merit Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Merit Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Merit Advisors.

Merit Advisors Tech Stack

A closer look at the technologies used by Merit Advisors

Top Finance Companies

Frequently Asked Questions Regarding Merit Advisors

What is Merit Advisors's official website?
Merit Advisors's official website is www.meritadvisorsllc.com
What is Merit Advisors's Revenue?
Merit Advisors's revenue is <$5 Million
What is Merit Advisors's SIC code?
Merit Advisors's SIC: 62,628
What is Merit Advisors's NAICS code?
Merit Advisors's NAICS: 52,523
How many employees does Merit Advisors have?
Merit Advisors has 1-10 employees
What industry does Merit Advisors belong to?
Merit Advisors is in the industry of: Finance, Securities Trading
What is Merit Advisors competition?
Merit Advisors top competitors include: Phillip Allen, Wilsave Financial, First Coast Financial Group, Compass Retirement Solutions
What technology does Merit Advisors use?
Some of the popular technologies that Merit Advisors uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Cloud Web Serving
How do I contact Merit Advisors?
Merit Advisors contact info: Phone number: (614) 686-3748 Website: www.meritadvisorsllc.com
What does Merit Advisors do?

Merit Advisors is a financial services firm based in Westerville, OH, specializing in personalized retirement planning, asset preservation, and legacy solutions. They adopt a client-first, education-based approach to help individuals navigate their financial journeys and achieve their ideal retirement. The firm emphasizes building strong relationsh... ips and providing ongoing support to ensure clients' financial strategies remain aligned with their evolving needs. Merit Advisors offers a range of resources, including guides, videos, and consultations, to empower clients in making informed financial decisions.Read More

What are Merit Advisors social media links?
Merit Advisors Linkedin page Merit Advisors Twitter page Merit Advisors Facebook page
Is Merit Advisors a public company?
Merit Advisors is private company therefore does not currently have an official ticker symbol
See more information about Merit Advisors

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