Plan for Your Financial Future,
Starting Today


Our team is committed to helping you make your dream retirement a reality.

Our Team

At Merit Advisors, LLC, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

jb-headshot

J.B. (Burke) Howard RFC©, CSA, CLU©, Wealth Strategist

anthony

Anthony J. Mampieri Financial Advisor

Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:

retirement-income

Retirement Income Strategies

wealth-management

Wealth Management

annuities

Annuities

investments

Investments

ira-401k-rollovers

IRA/401(k) Rollovers

asset-protection

Asset Protection Strategies

life-insurance

Life Insurance

tax-efficient

Tax-Efficient Strategies

long-term-care

Long-Term Care Strategies

ira-legacy

IRA Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Attend an
Upcoming Event

Check back soon for upcoming events!

Come Meet with Us


To learn more about Merit Advisors, LLC or to schedule a no-obligation meeting, contact us today!

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