Kay Lynn Mayhue Shares Three Themes Concerning The Impact Of M&A Activity
03/24/2021 - Merit's President, Kay Lynn Mayhue, CFP® AEP®, shares three significant themes in Rethinking65 concerning the impacts M&A activity can have on clients.*Read More
Rick Kent Offers Insight On Succession Planning
03/05/2021 - Our Founder & CEO, Rick Kent, CFP®, ChFC, AIF®, offers insight on succession planning in U.S. News & World Report. He notes, “It is never too early to begin discussion related to succession planning, and knowing your priorities is a key component.”Read More
Kay Lynn Mayhue Shares Strategies For High Earners
03/02/2021 - With potential changes to retirement plan rules in mind, Kay Lynn Mayhue, CFP® AEP®, President of Merit shares strategies for high earners paying an income tax rate greater than 26 percent to consider in Investment News.**Read More
Capital Partner Helps Expand Merit's Capabilities
02/22/2021 - Wealth Partners Capital Group, a new minority partner will help Merit expand their capabilities and client offerings.Read More
Union Financial Joins Merit’s RIA
02/13/2021 - Merit Financial Group, LLC (“Merit”), a hybrid registered investment adviser (“RIA”), is adding Union Financial Advisors, LLC (“Union Financial”) to its Independent Advisor Partner platform.Read More
Merit Receives Capital Partner
01/11/21 - We are excited to announce we are aligning with a new minority strategic partner, Wealth Partners Capital Group, LLC, in efforts to help us grow our capabilities and increase our client offerings...Read More
Reason Financial Joins Merit’s RIA
09/05/2020 - LPL Financial and Merit Financial Group Welcome Reason FinancialRead More
Botsford Financial, FDS and Merit Strategic Combination
03/13/2018 - Merit Financial Group Announces Strategic Combination with Botsford Financial Group and Financial Development SystemsRead More
As Seen In
*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.
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.