Maximize the Value
of Your Bank’s Services

Wealth Management Partnership

Merit Financial Advisors offers scalable Non-Deposit Investment Programs (NDIP). Through collaborative partnerships with community and regional banks like yours, we help your institution retain deposits, diversify non-interest income and strengthen client loyalty.

Behind this model is a fully built platform designed to support long-term growth. When you partner with us, national marketing resources, structured banker training programs, thoughtful advisor alignment, and robust reporting technology all work together to provide the infrastructure needed to execute with consistency and scale.

BEGIN A PARTNERSHIP

hero-placeholder

Our Partnership Model

Our ready-to-implement wealth partnership is designed to integrate seamlessly with your bank. We combine compliant investment solutions, dedicated advisor support, and built-in marketing infrastructure to create measurable growth.

Turn referrals into accountable revenue. Generate meaningful non-interest income. Deepen wallet share across existing households, including assets currently held away. Over time, this compounds into durable franchise value, positioning your bank as a proactive financial partner, not just a transactional institution.

Local Engagement, National Strength

Once a client is referred, our advisors guide them through their financial planning with a regular communication cadence. With advisors who live and work in the community you serve, you’ll have a relationship-driven partnership that feels regional while also being backed by national infrastructure.

Data, Visibility & Scalable Growth

Our partnership model is personalized and data-enabled, giving you clear visibility into performance at every stage. You will have a measurable view of growth in action, from real-time referral tracking to pipeline insights spanning introduction through revenue reporting. Our partners benefit from quarterly business reviews, real-time referral tracking, KPI dashboards, banker scorecards, and ongoing coaching insights, all to help your team stay aligned and accountable.

Growth & Education

 

Our team provides comprehensive marketing and engagement tools, such as campaigns, co-branded collateral and client events. Our educational resources also help employees develop skills in generating qualified referrals.

Ongoing Support

 

From onboarding onward, we’ll provide continuous, hands-on guidance to front-line staff and bank leadership, supporting a lasting and successful partnership.

MRT26_GrowthDiagram

Partnership Services

Our wealth management services complement your banking solutions. Together, we provide clients with holistic financial support.

individuals-families-1

Individuals & Families

Financial Planning

Investment Management

Retirement & Income Planning

Tax-Aware Strategies

Estate & Wealth Transfer Coordination
life-transitions

Life Transitions

Retirement

Widowhood/Divorce

Long-Term Care Planning

Insurance Solutions
business-owners

Business Owners

Business Valuations

Succession Planning

Executive & Retirement Plans 
(401(k), ESOP)

Liquidity & Exit Planning

Proven Results

Our Partnership Impact

placeholder

98%

client retention across all NDIP partnerships

<24-hour

client outreach after referral

25%

perpetual revenue-sharing model

$120 million

in new AUM generated through bank partnerships in 2025

$140K

of partnership recurring revenue generated to the bank on average in the first year

What Success Looks Like

 

  • Measurable year one non-interest income growth
  • Increased client retention and deposit stickiness
  • Identification of strategic lending opportunities

MRT26_WhatSuccessLooksLike_540x510

Real Relationships

“…They built trust through personal meetings, thoughtful strategies, and genuine care. What began as a small relationship has multiplied more than twentyfold — a true example of how community banking and wealth management can grow stronger together.”
Aaron Faulkner
Region President of Bank First
“What sets this wealth management partnership apart is the genuine community-first mindset. That shared focus on strengthening our communities and supporting local families and businesses has made this relationship incredibly impactful.”
Scott Hoerth
Chief Lending Officer of Three Rivers Bank
“…They built trust through personal meetings, thoughtful strategies, and genuine care. What began as a small relationship has multiplied more than twentyfold — a true example of how community banking and wealth management can grow stronger together.”
Aaron Faulkner
Region President of Bank First
“What sets this wealth management partnership apart is the genuine community-first mindset. That shared focus on strengthening our communities and supporting local families and businesses has made this relationship incredibly impactful.”
Scott Hoerth
Chief Lending Officer of Three Rivers Bank

Meet the Team

MRT26_JonathanPitzen_344x344

Jonathan Pitzen

VP of Referral Programs

MRT26_SamanthaAllen_344x344-1

Samantha Allen

EVP of Marketing

MRT26_JoolianaKrummel_344x344

Jooliana Krummel

Director of Growth

MRT26_AngieKruse_344x344-1

Angie Kruse

Regional Marketing Manager (West)

MRT26_LeslieClark_344x344-1

Leslie Clark

Regional Marketing Manager (Central)

MRT26_OliviaLong_344x344-1

Olivia Long

Regional Marketing Manager (East)

 

Begin a Partnership

Fill out the form to begin exploring how a customized partnership can expand your offerings and elevate your client service while integrating seamlessly with your bank’s brand.