Posts by MeritMarketing
ENRICH 2025 Recap
A Celebration of Connection, Culture, and Continued Growth From April 15–17, the Merit Financial Advisors team came together with valued partners, advisors, and industry leaders at the Omni Hotel at…
Read MoreApril 2025 Market Update
In this April market update, Chief Investment Officer Brian Andrew, CFA®, examines recent market volatility stemming from evolving U.S. tariff policies. He discusses the potential implications for inflation, interest rates,…
Read MoreMerit Financial Advisors Partners with Bill Spalding Wealth Management
ATLANTA — [April 14, 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…
Read MoreMarket Commentary: What Just Happened?
By Brian Andrew, CFA® – Chief Investment Officer On April 2nd, the Trump Administration announced their tariff plan to the chagrin of markets. It all boils down to the effective…
Read MoreWebinar Recap – Bracket Busters: How Tariffs are Shaking Up The Market
In our recent webinar, Merit Financial Advisors’ Chief Investment Officer, Brian Andrew, CFA®, explored the evolving landscape of tariffs, trade dynamics, and inflation—and how these forces are shaping the broader…
Read MoreSpecial Market Commentary: March Madness – Basketball Tournament or Tariff Policy
By Brian Andrew, CFA® – Chief Investment Officer Markets rallied on news that the proposed tariff plan was going to be scaled back before April 2nd, then the President made…
Read MoreMost Common Questions About M&A, Growth, and Succession for Financial Advisors
Straightforward answers to the top questions firms are asking as they navigate their next chapter By Rick Kent, Founder and CEO, Merit Financial Advisors At our recent virtual panel discussion…
Read MoreWebinar: How to Build a Sustainable, High-Growth Advisory Firm
Success Doesn’t Happen by Chance—It’s Planned. In this powerful webinar, top industry voices—Rick Kent, Kay Lynn Mayhue, and Eric Leeper—reveal the blueprint behind Merit Financial Advisors’ strategic growth and leadership…
Read MoreNow is the Time to Spring Clean your Financial Plan
By Joe Cilley, CFP® Vice President of Financial Planning, Partner, Merit Financial Advisors Managing finances remains one of the highest day-to-day stressors in adult life, but it doesn’t have to…
Read MoreMarch 2025 Market Update
In this March market update, Chief Investment Officer Brian Andrew, CFA®, analyzes the recent market volatility driven by the U.S. Administration’s tough tariff policies and explores their potential impact on…
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