For Advisors
Most 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 MoreMerit’s Female Executives Reflect on Mentorship vs. Sponsorship, Blending Work and Home Lives, and Building Wealth for Women’s History Month
Women’s influence in wealth management continues to grow. Fidelity’s 2024 Women & Investing Study found an 18 percent increase in women stock market investors from the year before. Merit is…
Read MoreMerit Financial Advisors Partners with Pillar Wealth Management Co., Adding Two New Offices in Wisconsin
ATLANTA — [January 28, 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 MoreDiscover How to Transition Your Financial Practice with Confidence
Are you a financial advisor or firm owner considering the next step for your business? Meet Mike Ajango, a seasoned wealth manager with over 40 years of experience who successfully…
Read MoreThree Rivers Bank of Montana Announces Strategic Alliance with Merit Financial Advisors to Launch Wealth Management Division
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 MorePreparing for 2025: Setting Your Business Goals
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 MoreCelebrating 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 MoreTen Tips to Make Your Business Resolutions a Reality
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 More5 Succession Planning Tips for Business Owners
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…
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