Miscellaneous
Merit 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 financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today that it has hired Brian Andrew as…
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 to make your own legal documents and what key points to consider when creating a will, power of attorney and advanced health care directive. Watch…
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 navigating life transitions, announced today it has acquired EJS Wealth Management, LLC (“EJS”). The firm, based in Colorado Springs, CO, will expand Merit’s existing presence…
Read MoreMerit Financial Advisors Partners with Reis Financial Services, LLC to Expand Presence in Wisconsin
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 Reis Financial Services, LLC (“Reis Financial”). The firm, based in West Bend, Wisconsin, will expand Merit’s existing presence in the region and…
Read MoreMerit Financial Advisors Partners with Financial Analysts to Expand Presence in North Carolina
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 Financial Analysts. The firm, based in Raleigh, North Carolina, will expand Merit’s existing presence in the region and increase assets by $100…
Read MoreMerit Financial Advisors Partners with TFG Wealth Management to Expand Presence in Eastern Pennsylvania
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions, announced today it has acquired TFG Wealth Management, LLC (“TFG”), adding new offices for the firm in Newtown and Chadds Ford, Pennsylvania. The merger increases Merit’s total assets by approximately $141 million. Founded by Mark Fried, TFG specializes in comprehensive…
Read MoreMerit Financial Advisors Partners with Financial Design Group to Expand Presence in Pacific Northwest
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions, announced today it has acquired Financial Design Group, Inc. (“FDG”), adding a new office in Des Moines, Washington. The merger increases Merit’s total assets by approximately $127 million. Founded by Barry Reid in 1994, FDG currently serves more than 300…
Read MoreMerit Financial Advisors Partners with Allegiance Retirement Solutions, Adding Fifth Georgia Office
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 Allegiance Retirement Solutions, Inc. (“Allegiance”). Allegiance, based in Lawrenceville, GA, expands Merit’s presence in the state becoming Merit’s fifth Georgia location. This…
Read MoreHappy Holiday’s from the Merit Family
During this special time of year, we like to take time to reflect, celebrate, and focus on what we are most thankful for. At Merit, we are most thankful for you, our clients, and our teammates who serve you every day. We know this year has had its challenges. Thank you for putting your trust…
Read MoreInvestment Adviser Representative David Elder Sr. Joins Merit Financial Advisors
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 that financial advisor David Elder Sr., CFP®, has joined the team. David, who is headquartered in Atlanta, has a longstanding book of business and brings…
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