Skip to content
img-check
  • Client Portal
  • Careers
  • Disclosures
  • For Advisors

866-637-6949

merit_logo_gradient
  • Who We Serve
  • Our Solutions
    • Life Transitions
      • Retirement
      • Divorce
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • Insurance
    • For Businesses
      • CPA Connect
      • Retirement Solutions for Employers
      • Business Owners
      • Professional Alliance Partnership
  • Insights
    • Resources
      • Divorce Resources
      • Educational Videos
      • Retirement Resources
      • Wealth Management Resources
      • Widowhood Resources
    • Calculators
    • Questionnaires
    • Market Updates
    • Questions To Ask A Financial Advisor
    • M3 Video Series
  • In The News
  • About Us
    • Locations
    • Client Testimonials
    • Our Story
    • Our Leadership Team
    • Our Investment Philosophy
    • Join Merit
  • Contact Us
  • Client Portal
Schedule a Consultation
merit_logo_gradient
  • Who We Serve
  • Our Solutions
    • Life Transitions
      • Divorce
      • Retirement
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • Insurance
    • For Businesses
      • CPA Connect
      • Retirement Solutions for Employers
      • Business Owners
      • Professional Alliance Partnership
  • Insights
    • Resources
      • Educational Videos
      • Retirement Resources
      • Divorce Resources – New
      • Widowhood Resources
    • Events
    • Calculators
    • Questionnaires
    • Market Updates
    • M3 Video Series
  • In The News
  • About Us
    • Locations
    • Client Testimonials
    • Our Story
    • Our Leadership Team
    • Join Merit
    • Our Investment Philosophy
  • Careers
  • Disclosures
  • For Advisors
  • Contact Us
  • Client Portal
Schedule a Consultation

For Advisors

Three Rivers Bank of Montana Announces Strategic Alliance with Merit Financial Advisors to Launch Wealth Management Division

January 6, 2025
three rivers bank thumbnail logo

Kalispell, MT – January 6, 2025 – Three Rivers Bank of Montana is pleased to announce a strategic alliance with Merit Financial Advisors, a nationally recognized wealth management firm, to…

Read More

Preparing for 2025: Setting Your Business Goals

December 11, 2024
biz goals 2025 blog

The New Year is fast approaching, making it the perfect time to establish your 2025 business goals and strategize how to reach them in the year ahead and beyond. At…

Read More

Celebrating 5 Females at Merit During Women’s History Month, and Every Month

March 4, 2024
Celebrating 5 Females at Merit During Women’s History Month, and Every Month

March is Women’s History Month and is a time to honor women’s contributions throughout history. At Merit, women represent more than 52% of the 200 employees, and that number is…

Read More

Ten Tips to Make Your Business Resolutions a Reality

February 21, 2024
man at computer

Written by: Rick Kent, CEO/Founder This article was published by AdvisorPerspectives.com, to learn more, click here. Let’s look back at the lessons of the past year to inspire our resolutions for…

Read More

5 Succession Planning Tips for Business Owners

February 21, 2024
Business Owner

Written by: Kay Lynn Mayhue | President Entrepreneurs pour their entire lives into building a successful business, devoting time, energy, and resources to establish a business in which they take…

Read More

Merit Financial Advisors Partners with WealthPlan, LLC to Expand Presence in Wisconsin

May 4, 2023
Wealth Plan

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, today announced…

Read More

Merit Financial Advisors Partners with INVEX Financial, LLC, Expanding Presence in Pacific Northwest

April 18, 2023
INVEX Financial

Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions, announced today it has acquired INVEX Financial, LLC (“INVEX”), expanding the firm’s presence in…

Read More

Success Factors: A Conversation with Merit CEO Rick Kent and HGGC Co-Founder and NFL Hall of Famer, Steve Young

December 16, 2022
Success Factors: A Conversation with Merit CEO Rick Kent and HGGC Co-Founder and NFL Hall of Famer, Steve Young

Written by: Suzanne Siracuse, CEO and Founder of Suzanne Siracuse Consulting I recently moderated a Financial Advisor Magazine webinar featuring Merit Financial Advisors CEO Rick Kent and HGGC Chairman and…

Read More

5 Essentials to Secure the Best Valuation for Your Firm

September 27, 2022
5 Essentials to Secure the Best Valuation for Your Firm

Written by Rick Kent, CEO & Founder | Article originally appeared in Investment News. If you’re thinking of selling, you should be considering factors like the rate at which your…

Read More

Practical (And Profitable) Ways To Attract Women Advisors

June 15, 2022
professional women

Written by Kay Lynn Mayhue, President | Article originally appeared in FA-Mag.  Something’s amiss in the financial advice business, and the data confirms it: Women account for only about 15% of the…

Read More
« Newer Posts
Older Posts »

Recent Posts

  • College Planning Checklist: 3 Signatures Your Child Needs Before College
  • Webinar Recap: FA Magazine – Smart Growth: Proven Strategies for RIAs in a Margin Squeezed World
  • June 2025 Market Update
  • Merit Financial Advisors Expands Pacific Northwest Presence Through Partnership with Olympic Wealth Management
  • May 2025 Market Update

Categories

  • Archive
  • CPA Connect
  • Divorce
  • Estate Planning
  • Events
  • Financial Planning
  • For Advisors
  • Insurance
  • Market Updates
  • Miscellaneous
  • Retirement
  • Taxes
  • Videos
  • Wealth Management
merit_logo_silver

Merit Financial Advisors

At Merit, planning for what matters to you is our job.

We have a team of dedicated individuals desiring to educate you on how to be financially wise, preserve and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.

​866-637-6949

Facebook Twitter LinkedIn Youtube Instagram

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck

Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.

Site Map  |  Terms of Service & Privacy Policy 

© 2025 Merit Financial Group LLC. All Rights Reserved. | Powered by WT Digital Agency