Wealth Management
Three Reasons Life Insurance Should be Part of Your Wealth Plan
As an investor with significant assets, it’s important to engage in wealth planning that addresses the broad range of your goals, needs, and preferences. One of the most versatile and…
Read MoreThis Financial Literacy Month, Teach Your Kids About Spending, Giving, & Investing
Written by Zac Beckerley, CFP®, Wealth Manager Teaching your kids about money is essential for many reasons. For starters, you want them to make smart financial decisions throughout their life.…
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 MoreCelebrating 5 Females at Merit During Women’s History Month, and Every Month
March is Women’s History Month and is a time to honor women’s contributions throughout history. At Merit, women represent more than 52% of the 200 employees, and that number is…
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 MoreFebruary 2024 Market Update
In this February Market Update, Brian Andrew, CFA®, Chief Investment Officer, reviews this month’s market trends and the implications for the upcoming month. Key Takeaways: We hope you find this…
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…
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