Merit Wealth Advisors

Merit Wealth Advisors Our mission is to help our clients create, preserve and transfer wealth by clearly understanding their financial goals.

We strive to strengthen our long-term relationships through professionalism and reliability by providing a superior client experience. Securities offered through LPL Financial Member FINRA/SIPC finra.org sipc.org
Investment advice offered through Merit Financial Group, LLC, an SEC registered investment advisor. Merit Financial Group, LLC and Merit Wealth Advisors are separate entities from LPL F

inancial.
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
• CASL® conferred by The American College of Financial Services.

We’re excited to share that Merit Wealth Advisors has merged with Synergy Wealth Alliance, uniting two firms committed ...
02/03/2026

We’re excited to share that Merit Wealth Advisors has merged with Synergy Wealth Alliance, uniting two firms committed to trusted guidance and long-term financial success.

This partnership expands our resources and expertise; while preserving the personalized relationships our clients value most.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
01/06/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

M0 is the total of all physical currency worldwide. What’s it look like?
12/30/2025

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
12/23/2025

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

A homewarranty may make sense, but you need to set proper expectations.
12/16/2025

A homewarranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
12/09/2025

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Second homes have unique risks and insuring them is different than a primary home.
12/02/2025

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
11/25/2025

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

11/18/2025

Tax freedom day: the day you begin earning money for yourself.

11/11/2025

The savings rate is the government’s estimate of how much U.S. households are saving.

We are thrilled to share that Merit Wealth Advisors has been officially recognized by GrowFL for exemplifying entreprene...
11/04/2025

We are thrilled to share that Merit Wealth Advisors has been officially recognized by GrowFL for exemplifying entrepreneurial vision, innovation, and leadership; key drivers of Florida’s thriving economy.

This acknowledgment celebrates the dedication and values that define our firm: integrity, clarity, and an unwavering commitment to helping clients achieve lasting financial well-being.

💡 “This acknowledgment reinforces our commitment to the values that guide everything we do — integrity, clarity and a genuine dedication to helping people achieve lasting financial well-being.”
-Solomon Shen, CRPC®, AIF®, RFC®, CPFA®, CEPA®, Co-Founder, Merit Wealth Advisors

🏆 “Our success has been built on integrity — by focusing on what matters most to our clients and helping them make confident financial decisions for their future.”
-David Schlitt CLU®, ChFC®, CASL®, CEPA®, Co-Founder, Merit Wealth Advisors

Read the full feature on EIN Presswire to learn more about this exciting recognition and how we continue to help Floridians build a future rooted in confidence and purpose.

Read the Full Press Release Here:

Orlando-area financial planning firm acknowledged for exemplifying the entrepreneurial vision and innovation essential to Florida’s economic vitality.

11/04/2025

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Address

1060 Maitland Center Commons, Ste 365
Maitland, FL
32751

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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