Posts by MeritMarketing
Merit Financial Advisors 2024 Market Outlook
In this 2024 Market Outlook titled “No Room for Mistakes,” the Merit investment team reflects on the past 12 months and their implications on the economy and markets heading into…
Read MoreMaximizing Gains, Minimizing Risks: Your Guide to Safeguarding Wealth in Concentrated Stock Positions
By Tyler Vernon, Regional Director and Partner at Merit Financial Advisors Embarking on the journey of concentrated stock ownership can be thrilling, especially when the stock has seen substantial growth.…
Read MoreSix Ways a CDFA® Helps During Divorce Proceedings
By Hollis Hardiman, CDFA®, Wealth Manager, Partner, Merit Financial Advisors Divorce is a challenging and emotionally charged process, and it can be particularly difficult when it comes to unraveling the…
Read MoreMerit Financial Advisors Hires Brian Andrew as Chief Investment Officer
Brian joins Merit from Johnson Financial Group, bringing three decades of experience. ATLANTA – [January 12, 2024] – Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in…
Read MoreEpisode 3: Estate Planning 101 – What to Consider When Building a Plan.
In part three of Estate Planning 101, Wealth Manager, Kelly Gallimore, zooms in on essential things to consider when creating an estate plan. Kelly answers questions like whether it’s okay…
Read MoreYear End Planning Tips – An Advisor’s Guide on How to Wrap Up The Year
As the year draws to a close, it’s time to optimize your year end financial strategy for the upcoming year. For taxes, consider tax loss harvesting, and be prepared for…
Read MoreMerit Financial Advisors Partners with EJS Wealth Management to Expand Presence in Colorado
ATLANTA —December 20, 2023 — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those…
Read MoreEpisode 2: Estate Planning 101 – A Holistic Approach.
In part two of Estate Planning 101, Wealth Manager Kelly Gallimore highlights the crucial starting point in a holistic estate plan: having meaningful conversations with the involved parties. Effective estate…
Read MoreWarm Holiday Wishes – Merit Financial Advisors
As the holiday season approaches, we want to reflect on our shared journey this year. We express our deepest gratitude for your unwavering trust in us. At Merit Financial Advisors,…
Read MoreHow to Maximize Your Charitable Giving During the Holidays
Written by Tony Pitzer, Wealth Manager and partner As families and businesses alike usher in the season of giving, they are met with ample opportunities to spread good cheer (and…
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