Southgate, MI Office
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Merit Financial Advisors
Multi-team
Firm-wide stats for Merit Financial Advisors
About
Merit Financial Advisors is a multi‑team registered investment adviser with 264 advisors serving roughly 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm provides coordinated wealth‑management services including asset management, financial planning, retirement plan advice and participant consulting, employee financial‑wellness programs, and educational workshops as described in its ADV brochure.
The firm’s investment approach centers on long‑term, diversified portfolios built from centrally managed “sleeves” and standard model allocations overseen by an internal Investment Management team and Investment Committee; advisors can customize models, use separate account managers, or manage accounts directly. Merit implements both discretionary and non‑discretionary authority, relies primarily on fundamental analysis (with technical and cyclical methods as supplementary tools), and uses third‑party platforms and an internally sponsored wrap program to support client account management and held‑away assets.
Noteworthy distinctions include that many of its investment advisor representatives are dually registered as broker‑dealer registered representatives and the firm maintains an affiliated broker‑dealer entity, arrangements the brochure highlights as creating potential conflicts between commission and advisory activities that are managed through supervisory and disclosure practices. The firm also offers specialized services less common among peers — including independent fiduciary and trustee services for ESOPs and other qualified plans, a defined wrap program available to legacy accounts, and disclosed business relationships (including a financial‑wellness provider and custodian referral arrangements) that the firm identifies and addresses in its compliance documents.
Based on Merit Financial Advisors
Expertise
Based on Merit Financial Advisors
Location
13433 Reeck Court
Southgate MI 48195
Advisors at this office
4
Advisors at this office
Erin W
Series 65, Series 66
Southgate, MI
Merit Financial Advisors
Erin Wozniak is a financial advisor at Merit Financial Advisors with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Commonwealth Financial Network, Advantage Investment Management, LPL Financial, and TL Financial Group. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios managed through centralized models, supplemented by advisor customization.
Christina P
Series 66
Southgate, MI
Merit Financial Advisors
Christina Perna is a financial advisor at Merit Financial Advisors with 19 years of industry experience. She holds a Series 66 designation and has previously worked at TL Financial Group, Commonwealth Financial Network, LPL Financial, and Advantage Investment Management LLC. In addition to her advisory role, she is also a notary public. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central Investment Management team and an Investment Committee.
Michelle L
Series 65, Series 66
Southgate, MI
Merit Financial Advisors
Michelle Lafuente is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolio management supported by an internal investment management team and offers a range of coordinated wealth-management services including financial planning, retirement plan advice, and educational workshops.
Anthony L
Series 63, Series 65
Southgate, MI
Merit Financial Advisors
Anthony Lajeunesse is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, supported by a central Investment Management team and an Investment Committee.
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