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Dimensional Fund Advisors (DFA)
DFA implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.
BAM Advisor Services (BAM)
BAM Advisor Services helps independent Registered Investment Advisor firms who share a common approach to the highest standard of client service in starting, building and managing their organizations.
Schwab Institutional
Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.
Alliance Benefit Group
To assist us in delivering high-service, low-cost retirement plan management guided by our prudent investment philosophy, Merit Wealth Management, LLC has allied itself with Alliance Benefit Group. ABG is a retirement plan provider that offers quality administration based on the latest technological innovations in their industry.
By clicking on any of the links above, you acknowledge that the links provided are solely for your convenience, and do not necessarily imply an affiliations, sponsorships or endorsements. We make no representations whatsoever regarding such third party Web sites. You should review the privacy policies of other Web sites carefully before providing any information to such sites. We are not responsible for the content or availability of third party Web sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through such third party Web sites.
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