
Merit is an Atlanta-based hybrid RIA that serves as a true partner to advisors, supporting them as they develop optimal solutions for their clients.
$14B
Client Assets (AUA)
28%
Compound Annual
Growth Rate*
48%
Female Staff
Mergers & Acquisitions
Merit is one of the fastest-growing RIAs in the U.S., focused on assisting advisors as they evolve and expand their businesses.
Leadership

Leadership
“Merit’s commitment to clients drives our desire to expand capabilities, expertise and reach. As our partner in this mission, WPCG helps accelerate our long-term growth.”
– Rick Kent, CEO & Kay Lynn Mayhue, President
Core Client Offerings

Navigating Life Transitions
A trusted partner through retirement, career transition, death and divorce

Wealth Management
Expertise in planning, investments and asset allocation, risk management and insurance

Financial Planning
Deep knowledge of tax, wealth preservation and estate planning strategies
Locations
**Independent Advisor Partner
Accolades
News & Press
April 29, 2025
Merit Financial Advisors Partners with Safeguard Wealth Management
Press Release
Get In Touch
Parker Holbrook
Director
parker.holbrook@wealthpcg.com
Phone
561-838-7237


More From Merit
Merit Financial Advisors exists to enrich the lives of those they serve. Their mission is to revolutionize the client experience by building the RIA of the future. For more information: