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...
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....
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...
This 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...
Merit 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...
Episode 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...
Episode 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...
Super 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...
Merit 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...
Celebrating 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...
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