Merit Financial partners with Prizm

Wealth management firm Merit Financial Advisors announced a partnership with insurance broker Prizm Insurance.

As part of the partnership, Merit advisors will be able to offer clients home, auto, umbrella, and other personal insurance coverage through Prizm’s platform.

“Insurance is one of the most overlooked components of financial wellness. Merit has built an exceptional advisory business centered around comprehensive planning and client experience, and we’re excited to partner with their team to make insurance easier, more transparent, and more integrated into the financial planning process.” – Dave Olchowka, CEO and Co-Founder of Prizm.

“Our advisors are constantly looking for ways to provide more value and a better experience for clients. Prizm’s modern approach to insurance aligns closely with our commitment to comprehensive planning and helps ensure our clients’ insurance coverage keeps pace with their evolving financial lives.” – Alex Hansen, Chief Advisor Success Officer at Merit Financial.