Our Partners
To offer our clients the highest level of service and support, we have partnered with a select group of companies who share our client-first focus. This means that the financial plans and portfolios we build together are designed to help you achieve your most important goals with confidence.
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Founded in 1981, Dimensional Fund Advisors (DFA) has a long history of applying academic research to practical investing. One of the largest and most respected asset managers in the world, Dimensional offers a full range of equity and fixed income strategies designed to target higher expected returns
![Schwab Logo Schwab Logo](https://meritwealth.com/wp-content/uploads/elementor/thumbs/Schwab-Logo-q5ndft410ulmxw1lnrk0mba2mhs4xmnn82l2996w6m.png)
Schwab Advisor Services, an affiliate of Charles Schwab & Co. Inc., is the custodian for our clients’ accounts. Since 1987, Schwab has been a leader in safeguarding client assets. Their scale, resources, expertise, and tools make them the custodian of choice for large independent financial advisors.
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Symmetry Partners creates best-of-breed, Evidence-Based investment solutions that leverage investment factors historically associated with helping to drive returns.