Investment Management

Beyond CPAs and tax advisors, we've assembled a complete team of investment professionals, institutional custodians, and specialty managers working together as an extension of Reason Financial to optimize every aspect of your wealth.

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Your Investment Brain Trust

Beyond our Reason Financial advisors, you gain access to Merit Financial Advisors — our registered investment advisor and institutional research partner. While you'll see Merit on your financial paperwork, think of them as an extension of our team.

Merit serves as our compliance, research, and investment consulting arm, providing institutional-grade resources typically available only to the largest wealth management firms.

  • 13 investment professionals nationwide
  • 6 CFA® charterholders, 2 CAIA charterholders
  • Specialists in equity, fixed income & alternatives
  • Dedicated portfolio management team
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Your Custodian + Our Expertise

Our Platform Partners

Charles Schwab
Fidelity
Orion
eMoney
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Advanced Strategies

Specialized investment strategies and solutions designed for high-net-worth clients seeking sophisticated wealth management and tax optimization.

  • 1031 Exchanges
  • Private Placement and Hedged Equity
  • Direct Indexing
  • Highly Appreciated Holding Tax Management
  • Lending
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  • Photo of — Warren Buffet

    "Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1"

    — Warren Buffet
  • Photo of — Sir John Templeton

    "The four most dangerous words in investing are: 'This time it's different.'"

    — Sir John Templeton
  • Photo of — Peter Lynch

    "Know what you own, and know why you own it."

    — Peter Lynch
  • Photo of — Ben Graham

    "The individual investor should act consistently as an investor and not as a speculator."

    — Ben Graham
  • Photo of — Ken Fisher

    "Time in the market beats timing the market."

    — Ken Fisher

    • Solid Foundation - Know What You Believe

    Before beginning any journey; before committing any of your money, wealth or time; before taking action that will change your life, know what you believe. A solid foundation will help you possess the clarity you need to persevere in your journey, your investment plan and your promises.

    01
    belief-1-intellectual-rigor

    Intellectual rigor, discipline, patience and faith in the future matter.

    02
    belief-2-diversification

    Diversification, asset allocation and efficiency are separate and distinct concepts

    03
    belief-3-asset-allocation

    Asset allocation builds on that by looking at security or investment risks in the context of a broad portfolio rather than in isolation.

    04
    belief-4-allocation-matters

    Asset allocation matters more than product selection.

    05
    belief-5-rebalancing

    Disciplined and automated rebalancing improves results.

    06
    belief-6-compounding

    Minimizing losses improves the compounding power of wealth.

    07
    belief-7-long-term-stocks

    Investing in stocks has rewarded investors over the long term.

    08
    belief-8-emotions

    Emotions influence investor behavior.

    09
    belief-9-market-timing

    Market timing does not work over the long term.

    10
    belief-10-skillful-managers

    Skillful managers can be identified.

    11
    belief-11-listening-guidance

    Listening and providing advice are critical to guiding investors.

    Trusted by Families Nationwide

    Together with our clients, we've built lasting relationships and meaningful results.

    25+ Years

    Experience that lasts

    Trusted

    Hundreds of clients and families nationwide

    CFP®• CPA • EA

    Not just advisors — a Brain Trust

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    Meet the Financial and Tax Professionals

    Our experienced team is dedicated to helping you achieve your financial and tax goals with personalized advice and comprehensive services.

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