Merit Financial Advisors

Employees 78 | Firm Type Hybrid | Founder and CEO Rick Kent | Location Alpharetta, Georgia | Primary Custodian LPL Financial |

When Merit Financial’s leadership decided to embrace a philosophy of “What can we do together?” it reduced the firm’s management hierarchy dramatically and created teams of four to six people. Every year, the executive team lays out its corporate objectives and small teams work collaboratively to decide how to achieve them.

As a result of the pandemic, working from home is now allowed with manager notification. In the office, the firm no longer has meetings in conference rooms, does not allow eating in the breakroom, and requires temperature checks and masks.