Our Core Values
At Merited Wealth, we are guided by our core values: Accountability, Empathy, Competence, Kindness and Humility. As an independent firm not associated with any large bank, brokerage firms or insurance companies, we are not pushed to sell products or meet quotas. We pride ourselves in our service to our clients by making sure we are a great fit for our clients as well as them being a great fit for us.