Posts by MeritMarketing
Tailored RIA Partnership Opportunities and Succession Planning for Financial Advisory Firm Owners
Advisor Insights from ENRICH 2025: Legacy, Growth, and Strategic Partnerships for RIAs At Merit Financial Advisors, we believe wealth management is more than numbers; it is about people, purpose, and the journey we share. At our ENRICH Conference in Spring 2025, several of our top advisors shared their thoughts: home, legacy, impact, empowering, inspiring, confidence,…
Read MorePlan for the Best, Prepare for the Rest: Why Prenuptial Agreements Are Back, and Smarter Than Ever
By Baylee Bryant, Wealth Manager, CFP®, CDFA®, Partner, Merit Financial Advisors Few conversations test a couple’s communication like the idea of implementing a prenuptial (“prenup”) agreement. It can feel uncomfortable; maybe too practical, too pessimistic, or too soon. But avoiding the conversation doesn’t make the potential need for a prenup disappear. It only delays the…
Read More4 Important Steps to Preparing Your Young Adult Children for Financial Independence
Written By: Zac Beckerley, Wealth Manager | Partner From budgeting and saving to determining the appropriate investment strategy, there is a lot for young adults to consider in reaching financial independence. As a result, many young adults still require financial support from their parents — placing a strain on their parents as they near retirement.…
Read MoreWebinar Recap: Halftime Report: 2025 Market Trends, Turbulence and Takeaways
In our recent webinar, Merit Financial Advisors’ Brian Andrew, CFA®, Chief Investment Officer, and Joe Cilley, CFP®, VP of Financial Planning, shared critical insights into the evolving economic landscape shaped by new tariff policies and geopolitical uncertainties. Together, they explored how recent global policy changes and the introduction of the ‘Big Beautiful Bill’ may affect…
Read MoreCollege Planning Checklist: 3 Signatures Your Child Needs Before College
Going off to college is one of the biggest transitions in your child’s life. However, it can also be a big change for you as a parent. You may have to deal with empty nest syndrome, complex financial planning for college, and the stress that comes along with any major life transition. Fortunately, if you…
Read MoreWebinar Recap: FA Magazine – Smart Growth: Proven Strategies for RIAs in a Margin Squeezed World
In today’s margin-conscious environment, financial advisors are under pressure to grow smarter, not just bigger. This webinar, featuring leaders from Merit Financial Advisors and FMG, explored actionable strategies to scale marketing efforts efficiently without expanding budgets. From deepening client engagement through localized content to leveraging AI and automation tools, the discussion centered around creating meaningful,…
Read MoreJune 2025 Market Update
In this June market update, Chief Investment Officer Brian Andrew, CFA®, reflects on a strong market rally fueled by individual investor optimism, solid corporate earnings, and continued enthusiasm around AI. Despite rising tariff rates and geopolitical tensions, the Fed’s steady policy stance has supported sentiment. Merit remains cautiously positioned, favoring high-quality equities, watching valuation levels…
Read MoreMerit Financial Advisors Expands Pacific Northwest Presence Through Partnership with Olympic Wealth Management
ATLANTA — June 17, 2025 — 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 navigating life transitions, announced today it has acquired Olympic Wealth Management, LLC (“Olympic Wealth”). This acquisition strengthens Merit’s footprint in the Pacific Northwest, adding…
Read MoreMay 2025 Market Update
In this May market update, Chief Investment Officer Brian Andrew, CFA®, discusses how ongoing tariff tensions and a growing federal deficit are weighing on markets and shaping fiscal conversations. With the Fed holding rates steady amid uncertainty, Merit is adjusting its strategy, favoring large-cap stocks, keeping bond maturities short, and incorporating alternatives to stay flexible…
Read MoreWhat Families with Unique Dynamics Need to Know About Financial Planning
By Kat Grier, CFP®, CPA, Wealth Manager, Merit Financial Advisors If you’re one of the many millions of Americans who consider themselves part of a unique family dynamic, you’re not alone. In the United States, same-sex couple households have grown to 1.3 million and forty percent of American families are now blended. While financial planning…
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