Bryce P. Stacy
Merit Financial Advisors | Financial Problem Solver | SMB Growth & Succession Planning | Wealth Manager
- Role
- Wealth Manager at Merit Financial Advisors
- Location
- Kalispell, MT, US
- LinkedIn followers
- 500 followers
About Bryce P. Stacy
I am committed to helping individuals, families, and business owners achieve their financial and professional goals. My expertise lies in comprehensive financial planning, strategic growth initiatives, and succession planning for small and medium-sized businesses (SMBs) and high-net-worth (HNW) clients.I specialize in tax-aware investment strategies, direct indexing, 401(k) management, business valuation, and mergers and acquisitions. By integrating personal wealth planning with business growth strategies, I strive to provide clients with a clear and actionable roadmap to success.I enjoy tackling complex financial challenges, whether it’s designing scalable investment portfolios, guiding businesses through transitions, or optimizing cash flow strategies. My passion is empowering clients to make informed decisions that align with their long-term vision and values.Outside of work, I cherish time with my wife and three daughters, exploring Montana’s great outdoors, and engaging in activities like hunting, fly fishing, and skiing. I am committed to building meaningful relationships and making a positive impact on my clients, colleagues, and community.Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together.Merit’s Awards and Accolades- 2024 InvestmentNews RIA Firm of the Year- 2024, 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work for Financial Advisors by InvestmentNews- 2023 Barron’s Top 100 RIA Firms- 2023 Baron’s Top 100 Private Wealth Management Teams- 2023 Forbes Top RIA Firms- 2023 RIA Intel RIA of the Year $1Billion+- 2021 Barron\'s Top Private Wealth Management Teams- 2020 Forbes Top 250 Wealth Advisors- 20••••24 Inc. Fast Growing Private Companies in America
Experience
Wealth Manager
Oct 2025 — Present · MT, US
Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together. Merit’s Awards and Accolades- 2024 InvestmentNews RIA Firm of the Year- 2024, 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work for Financial Advisors by InvestmentNews- 2023 Barron’s Top 100 RIA Firms- 2023 Baron’s Top 100 Private Wealth Management Teams- 2023 Forbes Top RIA Firms- 2023 RIA Intel RIA of the Year $1Billion+- 2021 Barron\'s Top Private Wealth Management Teams- 2020 Forbes Top 250 Wealth Advisors- 20••••24 Inc. Fast Growing Private Companies in America
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