Posts by MeritMarketing
401(k) Day Spotlight: Are Alternatives Like Crypto and Private Equity Right for You?
David Elder, CFP®, CEPA, Wealth Manager, Merit Financial Advisors In case you haven’t heard, 401(k) plans recently got a facelift. President Trump’s executive order last month could provide employees with…
Read MoreProtected: Growth Through Partnership: How Merit Helps Financial Advisors Scale and Serve Clients Better
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Read MoreAugust 2025 Market Update
In this August market update, Chief Investment Officer Brian Andrew, CFA®, looks at how markets continue to present opportunities and challenges for investors. The S&P 500 climbed another 3% in…
Read MoreCustomization at Scale: How Direct Indexing Helps You Deliver Greater Value to Clients
At Merit Financial Advisors, we believe the best strategies are not one-size-fits-all. They are built around people, goals, and unique financial stories. In a recent ThinkAdvisor webinar hosted by Orion…
Read MoreTailored RIA Partnership Opportunities and Succession Planning for Financial Advisory Firm Owners
Advisor Insights from ENRICH 2025: Legacy, Growth, and Strategic Partnerships for RIAs At Merit Financial Advisors, we believe wealth management is more than numbers; it is about people, purpose, and…
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;…
Read MoreWebinar Recap: Halftime Report: 2025 Market Trends, Turbulence and Takeaways
In our recent webinar, Merit Financial Advisors’ Brian Andrew, CFA®, Chief Investment Officer, and Joe Cilley, CFP®, VP of Financial Planning, shared critical insights into the evolving economic landscape shaped…
Read MoreWebinar Recap: FA Magazine – Smart Growth: Proven Strategies for RIAs in a Margin Squeezed World
In today’s margin-conscious environment, financial advisors are under pressure to grow smarter, not just bigger. This webinar, featuring leaders from Merit Financial Advisors and FMG, explored actionable strategies to scale…
Read MoreJune 2025 Market Update
In this June market update, Chief Investment Officer Brian Andrew, CFA®, reflects on a strong market rally fueled by individual investor optimism, solid corporate earnings, and continued enthusiasm around AI.…
Read MoreMerit Financial Advisors Expands Pacific Northwest Presence Through Partnership with Olympic Wealth Management
ATLANTA — June 17, 2025 — 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…
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