Career Transition

Financial Advisor and Planner for Career Change Whether you have been let go or presented with an interesting opportunity, our team is ready to help get your finances ready for this new season. Schedule a Career Transition Consultation Career Change Transitions often are either voluntary or involuntary.  In either case, the key is to be…

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Financial Planning

Financial Planning Services Through our relationship-based discovery process, Merit works to understand your financial planning needs and goals. Schedule a Planning Consultation Adapting Your Wealth to a Connected World Welcome to the future of wealth management, where your financial plan is as dynamic and interconnected as the world around you. A static financial strategy no…

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Insights

Insights We focus on providing reliable and professional financial advice by establishing a genuine and long-lasting relationship with our clients. Sign Up For Our Newsletter Blog Posts All AllDivorceEstate PlanningFinancial PlanningInsuranceMarket UpdatesRetirementTaxesVideosWealth ManagementWidowhoodArchive How High-Net-Worth Families Can Use 529 Plans to Build Their Legacy Q1 2026 Economic and Market Overview Investing with Intention: Aligning Your…

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A Comprehensive Guide to AT&T Retirement Plans

generational family, grandfather, grandmother, granddaughter

According to the Employee Benefit Research Institute, 6 in 10 workers in the United States feel stressed when having to prepare for retirement. And while 7 in 10 report that they are prepared for life after their career ends, only approximately 1 in 4 feels very confident about their readiness. If you are currently employed…

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Love it Forward

rose petals

As a widow, there was always something about Valentine’s Day that made me feel unloved.  Of course, this is the complete opposite feeling that this holiday is meant to evoke, but this day can be exceptionally painful for the many women who are experiencing widowhood.  Fortunately, I have found over the years that I began…

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In The News

Woman on tablet in car

In the News Accolades Received by Merit Financial Advisors in 2025. Received by Merit Financial Advisors in 2024. Received by: Merit Financial Advisors 2023-2025. Received by: Merit Financial Advisors 2022-2025. Received by: Merit Financial Advisors in 2023. Received by: Merit Financial Advisors in 2019 – 2025 (7 consecutive years) Received by: Merit Financial Advisors in…

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A Financial Advice Checklist for Widows

Holding hands

Losing a spouse is tough both emotionally, as well as financially. You might be wondering how to plan for your future without your partner, or what will happen to their assets and yours. Well, that’s why the team from Merit Financial Advisors is here to help ensure you’re financially prepared for the future. As our…

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Why You Should Have A Cohesive Wealth Management Team

You need more than a bunch of experts to help you address your financial needs, challenges and opportunities—you need them to work together on your behalf, in a coordinated manner. In this month’s blog post, you’ll discover what high-impact, fully-aligned teams of professionals do to deliver maximum value to their clients—and how having a cohesive…

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Wealth Management & Planning Before Retirement: Key Concepts

coworkers working together

There comes a time in the life of any successful person where their financial priorities begin to change. They stop being so concerned with asset collection and growth and become more interested in wealth preservation. This is the time, usually a bit before retirement, when they start thinking seriously about how to maintain their lifestyle…

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