Whitefish Bay, WI Office

Team
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Merit Financial Advisors logo

Merit Financial Advisors

Multi-team

Firm-wide stats for Merit Financial Advisors

Total advisors

287

Across 94 offices

Clients per advisor

70 High

Avg AUM per client

$897,421 High

HNW client ratio

22% Typical

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

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations

Based on Merit Financial Advisors

Occupation focus

Founder/Business Owner Retired Executive

Based on Merit Financial Advisors

Location

421 E. Silver Spring Drive, Suite 3

Whitefish Bay WI 53217

Advisors at this office

4

Advisors at this office

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Matthew M

CFP®, Series 63, Series 66

Whitefish Bay, WI

Merit Financial Advisors

Matthew Morzy is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2025. His prior experience includes roles at Annex Wealth Management, H. Beck, Inc., and SCOTTRADE. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in assets. The firm provides coordinated wealth-management services with an investment approach centered on long-term, diversified portfolios managed through centrally managed sleeves and standard models, allowing for advisor customization.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Brandon L

CFP®, Series 66

Whitefish Bay, WI

Merit Financial Advisors

Brandon Lehman is a CFP® with 17 years of experience in the financial services industry. He is currently with Merit Financial Advisors and previously worked at Annex Wealth Management, Mariner Wealth Advisors, and Russell Financial Services. Outside of his advisory role, Lehman serves as a company commander in the Wisconsin Army National Guard and is vice president of Cerakoting and hunting industry sales at JB Manufacturing. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients. The firm offers coordinated wealth management services with a long-term, diversified investment approach overseen by an internal team, allowing for both discretionary and non-discretionary portfolio management tailored to client needs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Jerome M

Series 65

Whitefish Bay, WI

Merit Financial Advisors

Jerome Mahalick is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds a Series 65 designation and previously worked for Asset Management For Professionals, Inc. for 31 years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a broad range of clients, including individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Gregory M

Series 65

Whitefish Bay, WI

Merit Financial Advisors

Gregory Mahalick is a Series 65-licensed financial advisor with 19 years of industry experience. He currently works at Merit Financial Advisors and previously spent 19 years at Asset Management For Professionals, Inc. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable investment sleeves, with oversight from a central Investment Management team and Investment Committee.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
View complete list of advisors at this office
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