Merit Financial Advisors Adds Fourth Office in Georgia with Acquisition of Dasher & Padgett Financial Advisors, Inc.

Dasher & Padgett Financial Advisors, Inc. has joined the Merit Family.

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…

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InvestmentNews 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…

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A Wall Around Your Wealth: The Importance of Asset Protection

hands holding securely

Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak havoc on your financial health and stability. Indeed, you may very well know someone in your life who has been sued. Maybe it was you! That means you’ve got to…

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Making Financial Resolutions For the New Year

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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…

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Merit 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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