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Merit Financial Advisors Financial/Investments

1205 S Main St, Ste #325
Kalispell, MT 59901
(406) 890-6344
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1205 S Main St, Ste #325 Kalispell, MT 59901
M-F 8:30 am-5 pm

who to contact

Bryce Stacy · Phone:(406) 890-6344  · Send an Email

about us

Your trusted partner for personalized wealth management, retirement planning, and investment solutions. Let us guide you towards financial success with expertise and integrity. Start your journey. Merit is committed to providing holistic financial planning and wealth management solutions for its clients, prioritizing our client relationships, and implementing solutions that help them work toward their financial goals. Planning for what matters to you is our job. We have a team of dedicated individuals desiring to educate you on how to be financially wise, protect and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential. We are a multigenerational firm striving to invest in relationships with like-minded people, making us stronger together. Merit CEO Rick Kent built the firm on a servant-leadership style, which empowers his team to solve problems, create solutions and grow. Rick continually looks for ways to serve the team and better each member. Merit has a particular focus on working with individuals in transition, including divorce, retirement, widowhood, etc. As clients navigate these events in their personal lives, they can rest assured that their advisors and partners at Merit will guide them through the financial implications. Principles help us define our beliefs and guide our actions. At Merit, our investment principles are at the core of how we design and implement investment solutions.