Miscellaneous
Happy Holiday’s from the Merit Family
During this special time of year, we like to take time to reflect, celebrate, and focus on what we are most thankful for. At Merit, we are most thankful for you, our clients, and our teammates who serve you every day. We know this year has had its challenges. Thank you for putting your trust…
Read MoreInvestment Adviser Representative David Elder Sr. Joins Merit Financial Advisors
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, announced today that financial advisor David Elder Sr., CFP®, has joined the team. David, who is headquartered in Atlanta, has a longstanding book of business and brings…
Read MoreMerit Financial Advisors Adds Fourth Office in Georgia with Acquisition of Dasher & Padgett Financial Advisors, Inc.
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 it has acquired Dasher & Padgett Financial Advisors, Inc. (“D&P”). The firm, which has an office in Albany, Georgia, expands Merit’s presence in the region…
Read MoreInvestmentNews Names Merit Financial Advisors a 2022 Best Place to Work for Financial Advisers
This marks the fifth consecutive year the firm has received this accolade. Atlanta, Georgia, February 7, 2022— For the fifth consecutive year, 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, has been recognized by InvestmentNews…
Read MoreMaking Financial Resolutions For the New Year
Written by: Stephen Frick, Wealth Manager & Partner While making New Year’s resolutions is a fun tradition that comes back around at the end of every calendar year, it’s not always a productive one. In fact, the vast majority of new year goals do not last the entire year, with roughly 80% of Americans failing…
Read MoreMerit Financial Advisors Acquires Texas-Based Advisor
ATLANTA, Ga. — Dec. 16, 2021 — 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, has acquired the business of Brian Fisher, an independent practitioner based in Arlington, Texas. Fisher expands Merit’s presence in its…
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