RIA Edge | 01/12/2022 | Merit's Kay Lynn Mayhue on Building A National Wealth Management Firm
Merit president, Kay Lynn Mayhue, provides a look at the firm's recent acquisitions and future growth strategy.
City Wire USA | 01/10/2022 | Merit Pulls Off $2bn Double Deal as it Eyes Big 2022 Growth
Merit Financial Advisors completes merger with Biltmore Capital Advisors and Stone Creek Capital Management, enhancing presence in South Florida and New Jersey.
Business Insider | 12/28/2021 | David Elder speaks about making financial decisions based on your tax bracket
David Elder, Wealth Manager and Partner, spoke with Business Insider about the importance of knowing your tax bracket and how it can influence financial planning decisions.
GoBankingRates | 12/10/2021 | Carly Hensley explains 6 ways women can invest in themselves
Carly Hensley, Wealth Manager and Partner, recently spoke with GoBankingRates to discuss the importance of women investing their time and funds wisely.
CNBC | 11/23/2021 | Scott Meyer discusses what the 4% rule is and how can it help you save for retirement
Scott Meyer, Wealth Manager and Partner, says this simple rule can be a good way to start thinking about your retirement goals.
Investor's Business Daily | 10/01/2021 | Andy Lubben speaks about the importance of making sure a client understands the investing process and makeup of their portfolio.
Andy Lubben, CFP®, Regional Director and Partner, recently spoke with Investor's Business Daily about the importance of making sure a client understands the investing process and makeup of their portfolio.
InvestmentNews | 09/01/2021 | Kay Lynn Mayhue Discusses Four Key Olympic Lessons for Advisors
Each of these moments, and the countless others that made the Tokyo Olympics so memorable, provide important learning opportunities across disciplines, including for those of us in the financial services space. Here are the top four lessons I walked away with and will strive to instill in my team.
Inc. Magazine | 08/17/2021 | Merit Financial Advisors recognized on Inc. 5000 Top Growing Companies
Merit Financial Advisors is thrilled to have earned a place on the Inc. 5,000 Fastest Growing Companies list for the 2021 award year. The list is a round-up of the top private companies in the country that have successfully achieved growth in the last several years.
Rethinking65 | 08/04/2021 | Zac Beckerley discusses C-Suite Executive Retirement Plans
Zac Beckerley, Wealth Manager here at Merit, was recently featured by Rethinking65 discussing the top takeaways for advisors when working with this group.
Business Wire | 08/02/2021 | Merit Financial Advisors has purchased Consilium Financial
$5.6bn Private Equity-backed hybrid buys Atlanta practice. Merit Financial Advisors, an affiliate of Wealth Partners Capital Group and HGGC, has purchased $291m Consilium Financial.
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*Merit is not affiliated with LPL Financial as the article states. Merit and LPL Financial are separate entities.
**Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.
Best Places to Work for Financial Advisors 2018, 2019 , 2020, & 2021 Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.
Barron’s 2021 Top 100 Private Wealth Management Teams, The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services.
The Forbes Best-in-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK Research receives a fee in exchange for rankings.
The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
2017, 2018, 2020 Financial Times 300 Top Registered Investment Advisers evaluates SEC registered investment advisers that reported at least $300 million in assets under management and were selected based on the following criteria: adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.
The Forbes ranking of Top 100 Independent Advisor is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Georgia Fast 40 for 2019 was award by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million, and have three years of verifiable revenue and employment growth.