Miscellaneous
Merit Financial Advisors Partners with Kizer & Associates to Expand Its Presence in the Midwest
ATLANTA —[August 19, 2024] — 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 Kizer & Associates (“Kizer”). The firm, based in Barrington, IL, will establish Merit’s first Illinois office and…
Read MoreSpecial Market Commentary August 2024
Written by Brian Andrew, CFA® – Chief Investment Officer In last month’s video, we mentioned that August is becoming less attractive for vacations and that we might just get an opportunity to take advantage of some volatility. Little did we know just how soon that postponed vacation would come in handy! Bond prices have rallied…
Read MoreMerit Financial Advisors Adds Second Office in New Jersey with Acquisition of Westfield Financial Planning
NEW JERSEY —[July 31, 2024] — 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 Westfield Financial Planning (“Westfield”). The firm, based in Westfield, New Jersey, expands Merit’s existing presence in…
Read MoreEvaluating Your Insurance Coverage on National Insurance Awareness Day
Insurance is the safety net that every individual and family needs, mitigating bigger problems when the worst-case scenario occurs and minimizing unnecessary financial risks. Yet an alarming number of households do not have adequate coverage for their needs, nor are they aware of the specialized plans that will serve them best. Indeed, insurance policies are…
Read MoreYour Financial Advisor Kindly Requests Your Imagination
By Joe Cilley, CFP® Vice President of Financial Planning, Partner, Merit Financial Advisors Today, information is ubiquitous. We don’t have to wonder about anything for too long with a search engine in our pocket; indeed, the average American checks their phone 144 times per day. Yet, we often fail to realize that wisdom is at…
Read MoreYour Financial Shield: Advanced Cybersecurity Tactics Webinar Replay
In today’s digital age, cybersecurity threats are more prevalent than ever—with over one million passwords compromised each week and an identity stolen every 22 seconds. Don’t miss your chance to turn the tide against cyber threats. This webinar is your opportunity to gain expert insights and understand the critical aspects of staying safe online to…
Read MoreTwo Conversation Starters to Spring Clean Your Investment Strategy
By Brian Andrew, Chief Investment Officer, Merit Financial Advisors If the arrival of Spring has you longing to clean up more than just your house, you’re in good company. While life events like the purchase of a home, marriage, or birth of a child are natural triggers to reassess your financial picture, only 35% of…
Read More6 Daily Cybersecurity Practices to Protect You and Your Financial Well-Being
Cybersecurity opens a world full of threats to your financial accounts if left unprotected. One million passwords are stolen each week, and someone’s identity is stolen every 22 seconds. It might seem daunting, especially with the rise in sophisticated scams targeting soon-to-be retirees and post-retirees. However, integrating simple, daily cybersecurity practices into your routine, with…
Read MoreFinancial Planning for Business Owners: 3 Critical Tips
By Joshua and Zachary Mersberger, Regional Directors, Merit Financial Advisors The entrepreneurial world continues to grow; indeed, recent statistics show there are 31 million entrepreneurs in the United States, or 16 percent of the adult workforce. While the ability to pursue your passion, break free from the traditional confines of the modern workplace, or just…
Read MoreMerit Financial Advisors Partners with Access Investment Advisors to Expand Presence in Wisconsin
ATLANTA —[March 27, 2024] — 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 Access Investment Advisors (“AIA”). The firm, based in Manitowoc, WI, will expand Merit’s existing presence in the…
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