While leading efforts to recruit, support, and integrate elite financial advisors across the country, Jason, Ross and the team have focused on scaling the practice’s infrastructure and operations and fostered a culture of excellence and collaboration.

The Advisor Independence Movement

Over the past decade, thousands of advisors have left traditional wirehouses and large institutions in pursuit of independence. The motivations are clear:

• Control over client relationships and business decisions
• Flexibility to serve clients in a way that aligns with personal values
• Greater enterprise value through ownership of the practice

However, with independence comes challenges—technology integration, compliance oversight, and operational demands that can detract from client service.

The Case for Supported Independence

Supported independence offers the best of both worlds. Advisors retain entrepreneurial freedom while leveraging a established resources to remove barriers to growth. This model empowers advisors to:

• Stay focused on clients rather than back-office complexities
• Accelerate growth through access to capital, technology, and marketing
• Collaborate within a community of like-minded professionals
• Build long-term enterprise value without sacrificing work-life balance

Merritt Point’s Approach

At Merritt Point Wealth Advisors, our mission is simple: empower entrepreneurial advisors to thrive. We have built a platform that delivers institutional-level resources while preserving the independence that advisors desire.

Our Core Advantages

• Freedom and Flexibility

Advisors control their business decisions, client relationships, and branding.

• Robust Infrastructure

We provide operational support, compliance oversight, and state-of-the-art technology.

• Growth Capital & Strategic Support

Access to funding and expertise to fuel both organic and inorganic growth.

• Collaborative Culture

A people-first environment where innovation and teamwork drive success.

Our advisors benefit from a structure that lets them focus on what matters most; their clients, their practice, and their families.

Disclosure: 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 200 Advisors over $1Bil ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.

Let’s Start the Conversation

If you are an advisor seeking to redefine your future with the right blend of autonomy and support, Merritt Point is ready to help you build something meaningful—for your clients, your career, and your legacy.