Wealth Management
Customization at Scale: How Direct Indexing Helps You Deliver Greater Value to Clients
At Merit Financial Advisors, we believe the best strategies are not one-size-fits-all. They are built around people, goals, and unique financial stories. In a recent ThinkAdvisor webinar hosted by Orion…
Read MoreTailored RIA Partnership Opportunities and Succession Planning for Financial Advisory Firm Owners
Advisor Insights from ENRICH 2025: Legacy, Growth, and Strategic Partnerships for RIAs At Merit Financial Advisors, we believe wealth management is more than numbers; it is about people, purpose, and…
Read MorePlan for the Best, Prepare for the Rest: Why Prenuptial Agreements Are Back, and Smarter Than Ever
By Baylee Bryant, Wealth Manager, CFP®, CDFA®, Partner, Merit Financial Advisors Few conversations test a couple’s communication like the idea of implementing a prenuptial (“prenup”) agreement. It can feel uncomfortable;…
Read MoreJune 2025 Market Update
In this June market update, Chief Investment Officer Brian Andrew, CFA®, reflects on a strong market rally fueled by individual investor optimism, solid corporate earnings, and continued enthusiasm around AI.…
Read MoreMerit Financial Advisors Expands Pacific Northwest Presence Through Partnership with Olympic Wealth Management
ATLANTA — June 17, 2025 — 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 MoreMay 2025 Market Update
In this May market update, Chief Investment Officer Brian Andrew, CFA®, discusses how ongoing tariff tensions and a growing federal deficit are weighing on markets and shaping fiscal conversations. With…
Read MoreWhat Families with Unique Dynamics Need to Know About Financial Planning
By Kat Grier, CFP®, CPA, Wealth Manager, Merit Financial Advisors If you’re one of the many millions of Americans who consider themselves part of a unique family dynamic, you’re not…
Read MoreWebinar Recap: A Journey Through Change – Financial Considerations for Federal Employees
In our recent webinar, Merit Financial Advisors’ Kat Grier, CFP®, CPA, and David Elder, CFP®, CEPA, guided federal employees through the financial transitions that can follow a Reduction in Force…
Read MoreApril 2025 Market Update
In this April market update, Chief Investment Officer Brian Andrew, CFA®, examines recent market volatility stemming from evolving U.S. tariff policies. He discusses the potential implications for inflation, interest rates,…
Read MoreMerit Financial Advisors Partners with Bill Spalding Wealth Management
ATLANTA — [April 14, 2025] — 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…
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