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Access Investment Advisors
Access Investment Advisors Access Investment Advisors Team. Access Investment Advisors Joins Forces with Merit Financial Advisors Effective March 22, 2024. We are excited to announce the next phase of our company, the merger of Access Investment Advisors and Merit Financial Advisors. We anticipate the transition to the Merit platform will be seamless. You will still…
Read MoreThis 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 financial decisions throughout their life. But also, the better they are with money, the less likely they are to ask you for it, right? We can only hope. It’s estimated…
Read MoreMerit 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 that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today it has acquired Viren and Associates, Inc. (“Viren”). The…
Read MoreWealth 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 Lifespan: Why We Age—And Why We Don’t Have To—even proffer that “there is no biological limit, no law that says we must die at a certain age.” That tremendously exciting…
Read MoreManaging Money as a Couple: A Male & Female Perspective
Money can be a divisive topic in relationships, but it doesn’t have to be. A recent survey from SunTrust Bank revealed that 35% of people blame finances for stress in their relationship. In general, money can be a difficult topic to discuss between friends and family, let alone couples. Dealing with financial issues in a…
Read MoreMerit Financial Advisors Partners with EJS Wealth Management to Expand Presence in Colorado
ATLANTA —December 20, 2023 — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today it has acquired EJS Wealth Management, LLC (“EJS”). The firm, based in Colorado Springs, CO, will expand Merit’s existing presence…
Read MoreEJS Wealth Management
EJS Wealth Management Sunset over Garden of the Gods, Colorado Springs, CO EJS Wealth Management Joins Forces with Merit Financial Advisors Effective December 15, 2023 We are excited to announce the next phase of our company, the merger of EJS Wealth Management and Merit Financial Advisors. We anticipate the transition to the Merit platform will…
Read MorePioneers Volunteer Network
 A Heart for Service. Merit Financial Advisors and Pioneers Volunteer Network are excited to have created a unique collaboration based on the passion of community and giving. Connect With Us! Merit Financial Advisors exists to enrich the lives of those we serve. Merit is proud to be the newest Pioneer Volunteer Network member benefit provider.…
Read MoreEstate Planning 101 – Everything You Need to Know About Getting Your Affairs in OrderÂ
Written by Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, Partner What is estate planning? Estate planning is the process of creating a plan for the distribution of your assets at your death, and a plan for your care in the event you are no longer able to manage your own affairs. It can be as…
Read MoreExpecting to be Laid Off? Here’s How to Prepare Financially and Come Out on Top
By Scott Meyer, Wealth Manager, Partner According to a CNBC article, nearly 150,000 employees were cut in major U.S. layoffs over the first three months of 2023, led by massive headcount reductions at Amazon, Google, Meta and Microsoft. With more layoff news expected in 2023, it’s understandable if you are wondering about your own financial…
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