Wealth Management
Merit 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…
Read MoreMarket Commentary: What Just Happened?
By Brian Andrew, CFA® – Chief Investment Officer On April 2nd, the Trump Administration announced their tariff plan to the chagrin of markets. It all boils down to the effective…
Read MoreWebinar Recap – Bracket Busters: How Tariffs are Shaking Up The Market
In our recent webinar, Merit Financial Advisors’ Chief Investment Officer, Brian Andrew, CFA®, explored the evolving landscape of tariffs, trade dynamics, and inflation—and how these forces are shaping the broader…
Read MoreSpecial Market Commentary: March Madness – Basketball Tournament or Tariff Policy
By Brian Andrew, CFA® – Chief Investment Officer Markets rallied on news that the proposed tariff plan was going to be scaled back before April 2nd, then the President made…
Read MoreNow is the Time to Spring Clean your Financial Plan
By Joe Cilley, CFP® Vice President of Financial Planning, Partner, Merit Financial Advisors Managing finances remains one of the highest day-to-day stressors in adult life, but it doesn’t have to…
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