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...
Elevating 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...
February 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:...
Episode 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...
Wealth Management Tips for Seniors
Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of...
