# Merit Financial Advisors: Financial Services, Alpharetta, United States

> Merit Financial Advisors: Merit Financial Advisors specializes in divorce services, loss of a spouse, wealth management, financial wellness, and financial...

Source: https://millionrounds.com/startup/merit-financial-advisors (Millionrounds; every figure on the page links to its filing or article)

United States · [Financial Services startup](https://millionrounds.com/companies)

# Merit Financial Advisors

Merit Financial Advisors specializes in divorce services, loss of a spouse, wealth management, financial wellness, and financial planning.

Listed

Financial Services Alpharetta, United States

Company summary

- **Founded:** 2012 14 years old
- **Team:** 101 51 to 200 people
- **Funding reported:** - none reported
- **Last round:** - date not reported

How sure we are

- 1 **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Merit Financial Advisors has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## Founders and team

From Merit Financial Advisors's own website: 1 founder, 5 on the team.

**Rick Kent** CEO, Founder

- **David Wahlen** Executive Vice President of Strategic Partnerships
- **Kay Lynn Mayhue** President
- **Brian Andrew** Chief Investment Officer
- **Chrissy Lee** Chief Operating Officer
- **John Cote** Chief Growth Officer

## Financial Services in United States

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