Financial Planning
Protected: The Succession Wake-Up Call: Protect Your Firm Before It’s Too Late
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Read More401(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 MoreGrowth Through Partnership: How Merit Helps Financial Advisors Scale and Serve Clients Better
At Merit Financial Advisors, growth means more than numbers on a page; it is about empowering clients with solutions that truly fit their needs. During our ENRICH conference, Robyn Jameson,…
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 More4 Important Steps to Preparing Your Young Adult Children for Financial Independence
Written By: Zac Beckerley, Wealth Manager | Partner From budgeting and saving to determining the appropriate investment strategy, there is a lot for young adults to consider in reaching financial…
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 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.…
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