Berwyn, PA Office

Matthew Ligman is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera Investment Advisers and PNC Bank. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers wealth-management services such as asset management and financial planning, employing a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Robyn Jameson is a CFP® professional with 23 years of industry experience, currently serving at Merit Financial Advisors. Her career includes roles at Purshe Kaplan Sterling Investments and Trinity Financial Partners, where she holds ownership and compliance positions. Outside of her advisory work, she is involved in nonprofit organizations, serving as Treasurer for Intimate Allies and Chair of the Delaware County Christian School Development Committee, and participates on the finance committee of the CRC Watersheds Association. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.