Miscellaneous
Merit Financial Advisors Partners with EJS Wealth Management to Expand Presence in Colorado
ATLANTA —December 20, 2023 — 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 MoreEpisode 2: Estate Planning 101 – A Holistic Approach.
In part two of Estate Planning 101, Wealth Manager Kelly Gallimore highlights the crucial starting point in a holistic estate plan: having meaningful conversations with the involved parties. Effective estate…
Read MoreWarm Holiday Wishes – Merit Financial Advisors
As the holiday season approaches, we want to reflect on our shared journey this year. We express our deepest gratitude for your unwavering trust in us. At Merit Financial Advisors,…
Read MoreHow to Maximize Your Charitable Giving During the Holidays
Written by Tony Pitzer, Wealth Manager and partner As families and businesses alike usher in the season of giving, they are met with ample opportunities to spread good cheer (and…
Read MoreNovember 2023 Market Update
November has been a great month for markets this year, snapping a 3-month losing streak after hitting a high at the end of July. The equity markets had a strong…
Read MoreEpisode 1: Estate Planning 101 – What is Estate Planning?
Estate planning is a critical component of working towards alleviating financial stress. Wealth manager, Kelly Gallimore, ChFC, CES, takes you through the basics of estate planning from what it is…
Read MoreThe End of The Year Is Coming. Use this Checklist to Prepare Financially and Meet Your Goals.
Written by David Elder, CFP®, Wealth Manager | Partner The end of the year is upon us, again! It’s time to reevaluate your money situation and make sure you are…
Read MoreOctober 2023 Market Update
As we head into Q4, certain pockets of the economy continue to show strength while others present potential headwinds for 2024. We’ve seen inflation moderate but remain elevated above historical…
Read MoreEstate Planning 101 – Everything You Need to Know About Getting Your Affairs in Order
Written by Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, Partner What is estate planning? Estate planning is the process of creating a plan for the distribution of your assets at…
Read MoreSpecial Commentary: Israel Conflict
How Middle East Conflicts Have Historically Impacted Markets. Please view the full article HERE. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an…
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