Wealth Management Resources

Our team offers comprehensive investment management resources to help maximize the probability of clients achieving all that is important to them.

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Special 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...
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Merit 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...
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July 2024 Market Update

In this July market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead....
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June 2024 Market Update

In this June market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead....
May 2024 Market Update

May 2024 Market Update

In this May market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead....
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Your 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...
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Two 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,...
April 2024 Market Update with Brian Andrew

April 2024 Market Update

In this April market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead.Key Takeaways:...
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6 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...
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Protecting Your Retirement: Understanding the Cybersecurity Risks to Your Financial Future

Retirement should be a time of peace and enjoyment, a period to reap the rewards of decades of hard work. However, today’s digital age has...
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Financial 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...
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Merit 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...

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