M3 Series

Merit Money Matters

M3 Video Series: Your go-to resource for insightful financial education, brought to you by the experienced advisors at Merit Financial Advisors.

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Investing

Join Andrea Zoeller, Partner and Wealth Manager at Merit, in this four-part video series designed to help viewers build a strong foundation in investing.

family and behavioral dynamics series

Family and Behavioral Dynamics Series

In this insightful video series, Kelly Gallimore, Wealth Manager at Merit Financial Advisors, addresses the complexities of family dynamics across life’s many stages.

ltc series

Long-Term Care Series

Whether you’re planning for yourself or a loved one, this series provides a comprehensive guide to understanding and preparing for long-term care.