Miscellaneous
Merit Financial Advisors Hires Brian Andrew as Chief Investment Officer
Brian joins Merit from Johnson Financial Group, bringing three decades of experience. ATLANTA – [January 12, 2024] – Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in…
Read MoreEpisode 3: Estate Planning 101 – What to Consider When Building a Plan.
In part three of Estate Planning 101, Wealth Manager, Kelly Gallimore, zooms in on essential things to consider when creating an estate plan. Kelly answers questions like whether it’s okay…
Read MoreMerit 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 MoreMerit Financial Advisors Partners with Reis Financial Services, LLC to Expand Presence in Wisconsin
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…
Read MoreMerit Financial Advisors Partners with Financial Analysts to Expand Presence in North Carolina
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…
Read MoreMerit Financial Advisors Partners with TFG Wealth Management to Expand Presence in Eastern Pennsylvania
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions, announced today it has acquired TFG Wealth Management, LLC (“TFG”), adding new offices for…
Read MoreMerit Financial Advisors Partners with Financial Design Group to Expand Presence in Pacific Northwest
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions, announced today it has acquired Financial Design Group, Inc. (“FDG”), adding a new office…
Read MoreMerit Financial Advisors Partners with Allegiance Retirement Solutions, Adding Fifth Georgia Office
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…
Read MoreHappy 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…
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…
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