Merit Advisors LLC

Merit Advisors LLC Merit Advisors helps clients to obtain clarity, confidence, & understanding of savings objectives

Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Merit Advisors, LLC are not affiliated companies. 1386415- 7/22.

VIDEO DROP!!Watch Here:https://youtu.be/c6SPkgx2pmEIn this video, Merit Advisors' lead advisor Brett Stahl breaks down t...
06/19/2026

VIDEO DROP!!

Watch Here:https://youtu.be/c6SPkgx2pmE

In this video, Merit Advisors' lead advisor Brett Stahl breaks down the powerful analogies between summiting the world’s highest peak and navigating your retirement years. From oxygen efficiency to unpredictable storms, learn why your retirement plan needs to get you further than the climb up the mountain.

We've made it all the way to June! This is just a friendly reminder to make sure that you're keeping up with these dates...
06/17/2026

We've made it all the way to June! This is just a friendly reminder to make sure that you're keeping up with these dates that could make a difference in your retirement. 😁

It's summertime! Maybe that means there's a beach somewhere waiting for you or maybe the pantry needs stocked for the gr...
06/11/2026

It's summertime! Maybe that means there's a beach somewhere waiting for you or maybe the pantry needs stocked for the grandkids. Regardless of what you have on your calendar, the sun is out, the golf courses are ready, and school's out for the summer! What are you looking forward to in summer 2026??

Do you have retirement dreams that need some assistance navigating? We would love to have a conversation with you! Please reach out any time.

06/09/2026

You can't just pick your favorite flavor. Address all five wealth pillars to truly taste the entire rainbow and work toward your financial goals. Get my report!

We have summer events on the calendar! ☀😎 Do you have questions about your retirement and you're not sure where you shou...
06/09/2026

We have summer events on the calendar! ☀😎 Do you have questions about your retirement and you're not sure where you should look for answers? Even if you just want a refresher, we would love to meet you! And rest assured, the high stakes, high pressure, sales events you may have experienced in the past are exactly what we're avoiding just like you! Our firm's focus is education.

We have two free library workshops coming up all about Estate and Legacy Planning. We would love to see you there for a fun, purely educational evening. If you're interested, you can register with the link below. If you have any questions, please reach out!

NEW VIDEO DROP!! 🎥 🎬 😄Selling an investment for a gain is great until it comes tax time and our treasury department want...
06/05/2026

NEW VIDEO DROP!! 🎥 🎬 😄

Selling an investment for a gain is great until it comes tax time and our treasury department wants their share. But you can help lower the amount of capital gains tax you owe by selling assets for a loss if it makes sense for your overall financial strategy. This is known as tax loss harvesting and it’s a strategy savvy investors employ to help lower their tax bill. But it can be complicated. Check out our video to learn more.

Watch Here: https://youtu.be/ht1FprwY3Tw

As summer comes into full swing, don't forget to slow down and take in the things that you've accomplished, the people y...
06/03/2026

As summer comes into full swing, don't forget to slow down and take in the things that you've accomplished, the people you get to love, and the memories you get to make. Even in busy seasons, it doesn't hurt to take a breath and reflect on your blessings.

If you have goals you still want to accomplish and you're not sure what the financial side is going to look like, please reach out or give us a phone call. We would love to walk you through some steps to work towards your retirement dreams.

06/02/2026

Don't settle for a basic bun. You should address all five financial pillars to add the special ingredients and help build a unique financial future. Start grilling! Download the Wealth Report

05/26/2026

Don't let a sudden curveball strike you out. Cover all your bases across the five core financial pillars with our new report to work toward a confident future. Download the Wealth Report May 2026 now to step up to the plate

Address

501 West Schrock Road, Suite 100
Westerville, OH
43081

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16146863748

Website

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