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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 50% of the 400 employees, and that number is continuing to increase. To celebrate the women at our firm, we spoke to four of our female advisors across the country. We wanted to get…
Read MoreHer Wealth, Her Way: Empowering Women to Take Control of Their Financial Futures
By Baylee Bryant, Wealth Manager, CFP®, CDFA®, Partner Nearly four in five women (79%) made at least one financial change in the past year cutting spending, saving more, or adjusting how they manage their money in response to economic uncertainty. That closely aligns with what I see in my work with clients at Merit. Many…
Read MoreTax Preparation Checklist: Five Questions to Ask Before You File
By Joe Cilley, CFP® | Vice President of Financial Planning, Partner, Merit Financial Advisors Tax season naturally pulls us into the past. We look at last year’s income, expenses, and forms. But the most productive tax conversations don’t stop there. They use what just happened to shape what comes next. When I sit down with…
Read MoreSix Ways a CDFA® Helps During Divorce Proceedings
By Hollis Hardiman, CDFA®, Wealth Manager, Partner, Merit Financial Advisors Divorce is a challenging and emotionally charged process, and it can be particularly difficult when it comes to unraveling the financial intricacies that often accompany the dissolution of a marriage. In such turbulent times, the expertise of a Certified Divorce Financial Analyst® (CDFA®) can be…
Read More8 Helpful Financial Planning Tips for a Great End of Year Review
Decisions are best made with a little time for reflection, good information, and advice from experienced professionals. These final weeks of the year are a perfect time to take stock of your financial plan and make adjustments as necessary before the rush of the holidays and tax-filing deadlines next year. Here are some year-end financial…
Read MoreMennenga Tax & Financial
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Mennenga Tax & Financial Mennenga Tax & Financial Joins Forces with Merit Financial Advisors Effective October 31, 2025. We are excited to announce the next phase of our firm, the partnership of Mennenga Tax & Financial and Merit Financial Advisors. Our same team and resources are here for you, but now include expanded support and…
Read MoreObsidian Planning Solutions
Obsidian Planning Solutions Obsidian Planning Solutions Joins Merit Financial Advisors on October 3, 2025. We are proud to announce that Obsidian Planning Solutions has joined Merit Financial Advisors. You’ll work with the same members of Obsidian’s team who now have access to additional services and resources. Our commitment to thoughtful guidance, long-term vision, and personalized…
Read MorePlan for the Best, Prepare for the Rest: Why Prenuptial Agreements Are Back, and Smarter Than Ever
By Baylee Bryant, Wealth Manager, CFP®, CDFA®, Partner, Merit Financial Advisors Few conversations test a couple’s communication like the idea of implementing a prenuptial (“prenup”) agreement. It can feel uncomfortable; maybe too practical, too pessimistic, or too soon. But avoiding the conversation doesn’t make the potential need for a prenup disappear. It only delays the…
Read MoreCollege Planning Checklist: 3 Signatures Your Child Needs Before College
Going off to college is one of the biggest transitions in your child’s life. However, it can also be a big change for you as a parent. You may have to deal with empty nest syndrome, complex financial planning for college, and the stress that comes along with any major life transition. Fortunately, if you…
Read MoreBill Spalding Wealth Management
Bill Spalding Wealth Management Bill Spalding Wealth Management Joins Forces with Merit Financial Advisors Effective April 11, 2025. We are excited to announce the next phase of our firm, the merger of Bill Spalding Wealth Management and Merit Financial Advisors. Our same team, local office, and resources are here for you, but now include expanded…
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