Miscellaneous
Merit Financial Advisors Adds Second Office in New Jersey with Acquisition of Westfield Financial Planning
NEW JERSEY —[July 31, 2024] — 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 MoreEvaluating Your Insurance Coverage on National Insurance Awareness Day
Insurance is the safety net that every individual and family needs, mitigating bigger problems when the worst-case scenario occurs and minimizing unnecessary financial risks. Yet an alarming number of households…
Read MoreYour Financial Advisor Kindly Requests Your Imagination
By Joe Cilley, CFP® Vice President of Financial Planning, Partner, Merit Financial Advisors Today, information is ubiquitous. We don’t have to wonder about anything for too long with a search…
Read MoreYour Financial Shield: Advanced Cybersecurity Tactics Webinar Replay
In today’s digital age, cybersecurity threats are more prevalent than ever—with over one million passwords compromised each week and an identity stolen every 22 seconds. Don’t miss your chance to…
Read MoreTwo Conversation Starters to Spring Clean Your Investment Strategy
By Brian Andrew, Chief Investment Officer, Merit Financial Advisors If the arrival of Spring has you longing to clean up more than just your house, you’re in good company. While…
Read More6 Daily Cybersecurity Practices to Protect You and Your Financial Well-Being
Cybersecurity opens a world full of threats to your financial accounts if left unprotected. One million passwords are stolen each week, and someone’s identity is stolen every 22 seconds. It…
Read MoreProtecting Your Retirement: Understanding the Cybersecurity Risks to Your Financial Future
Retirement should be a time of peace and enjoyment, a period to reap the rewards of decades of hard work. However, today’s digital age has introduced new challenges that can…
Read MoreFinancial Planning for Business Owners: 3 Critical Tips
By Joshua and Zachary Mersberger, Regional Directors, Merit Financial Advisors The entrepreneurial world continues to grow; indeed, recent statistics show there are 31 million entrepreneurs in the United States, or…
Read MoreMerit Financial Advisors Partners with Access Investment Advisors to Expand Presence in Wisconsin
ATLANTA —[March 27, 2024] — 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…
Read MoreMerit Financial Advisors Partners with Viren and Associates to Expand Presence in the Pacific Northwest
Growing RIA adds more than $542 million in total assets. ATLANTA – [March 13, 2024] – Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning…
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