Merit Financial Advisors is a national wealth management firm with over $6.3 billion* in assets that supports advisors affiliated with independent broker-dealers, and those who are registered investment advisors. Our mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their businesses. Merit provides its advisors and offices with practice management resources, an industry-leading technology platform, superior operational support, and the investment expertise needed to drive growth and deliver a dynamic client experience. Merit's vision is to build a growth-focused enterprise that offers best-in-class investing and planning solutions for our clients now, and for generations to come. Merit works with advisors equipping them with the tools and resources needed to build revenues, expand their practices, and grow as a professional. Our partners have achieved exponential growth in their practices as they leverage our expertise, industry experience, and resources.
Kay Lynn Mayhue
KayLynn Mayhue, CFP®, AEP®, RFC® is President of Merit Financial Advisors. Kay Lynn has played many roles in the financial advisory industry: as a successor, partner, seller, and buyer. This unique and diverse background helps her in her current role as it allows her to relate to advisors in all phases of their careers and has become key when she is working with a potential firm to acquire. With a background in financial planning and leadership, her career expands over several areas, including advising clients, M&A, and strategic growth. She’s passionate about helping people take their careers and themselves to exceptional levels. KayLynn’s influence in the industry and her drive for success is a driving factor in Merit’s ongoing growth and appeal to growth-oriented advisors.
Rick is an entrepreneur and visionary leader who founded Merit on a servant-leadership philosophy and a commitment to helping individuals reach their financial goals and supporting fellow advisors and entrepreneurs in meeting their professional goals. As Founder/ CEO, Rick focuses on many aspects of the business with an emphasis on Culture, Technology and Growth. Rick’s strategy around growth focused on designing offerings allowing advisors to align with Merit in a number of ways, resulting in record growth over the past 18 months. The model he created is anchored by core values and a relationship-based culture empowering his team to serve others in an impactful way. His goal is to create a culture that embraces inclusion and engage each person’s unique ability to make a difference.