Financial Planning
March 2024 Market Update
In this March Market Update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you…
Read MoreMerit Financial Advisors Partners with Viren and Associates to Expand Presence in the Pacific Northwest
Growing RIA adds more than $542 million in total assets. ATLANTA – [March 13, 2024] – Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning…
Read MoreEpisode 6: Estate Planning 101 – What is Probate?
In our final Estate Planning 101 video, Merit Financial Advisors’ Wealth Manager Kelly Gallimore breaks down the probate process, shedding light on what can often seem like a daunting endeavor.…
Read MoreEpisode 5: Estate Planning 101 – Do I Need A Trust?
Welcome back to Estate Planning 101! In this segment, Wealth Manager Kelly Gallimore delves into a crucial aspect of estate planning: trusts. Many individuals are familiar with the term “trust”…
Read MoreSuper Charge Your Tax Planning with These Tips
By Steven A. Henderson, CPA, PFS, CFP®, CKA®; Regional Director and Partner at Merit Financial Advisors Taxes are a fact of life, and a generous source of revenue for the…
Read MoreMerit Financial Advisors Announces Strategic National Collaboration with The Pioneers Volunteer Network
Financial wellness-based resources, tools, videos, and events will be offered free of charge to 465,000 telecom volunteers. ATLANTA – [March 6, 2024] – Merit Financial Advisors (“Merit”), a Georgia-based financial…
Read MoreElevating Your Financial Journey: Merit Financial Advisor’s Mission for 2024
Check out the video below for an exciting glimpse into Merit Financial Advisors’ mission for 2024, where Kay Lynn Mayhue, President, and Rick Kent, CEO and Founder, share Merit’s commitment…
Read MoreEpisode 4: Estate Planning 101 – Types of Assets and How They Transfer.
In part four of Estate Planning 101, Wealth Manager Kelly Gallimore provides an insightful analysis of the various asset categories that are essential to the estate planning process. She explores…
Read MoreMerit 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.…
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