Merit Financial Advisors

About Us

At Merit Financial Advisors, we help individuals, families, and business owners plan for the future with confidence. Located right here in the Flathead Valley, we offer personalized financial guidance that’s designed to simplify your life and support your goals — whether you're planning for retirement, managing investments, preparing for major life changes, transitioning your business, or simply seeking a more thoughtful financial strategy.

Our team takes a warm, collaborative approach to wealth management, combining local insight with nationwide resources. We believe financial planning should be approachable, transparent, and tailored to you.

Services include retirement planning, investment management, tax efficient strategies, estate and legacy planning, and more. Whether you are just getting started or looking to refine your existing plan, we are here to support you every step of the way.

Let’s have a conversation. Discover how a partnership with Merit can help you make informed decisions and feel more empowered about your financial future.

Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.