Protected: Why Financial Advisory Firm Owners Choose Merit for Growth, Partnerships, and Succession Planning
This content is password protected. To view it please enter your password below: Password:
Webinar Recap: Halftime Report: 2025 Market Trends, Turbulence and Takeaways
In our recent webinar, Merit Financial Advisors’ Brian Andrew, CFA®, Chief Investment Officer, and Joe Cilley, CFP®, VP of Financial Planning, shared critical insights into...
Webinar Recap: FA Magazine – Smart Growth: Proven Strategies for RIAs in a Margin Squeezed World
In today’s margin-conscious environment, financial advisors are under pressure to grow smarter, not just bigger. This webinar, featuring leaders from Merit Financial Advisors and FMG,...
June 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,...
May 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...
Webinar 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...
ENRICH 2025 Recap
A Celebration of Connection, Culture, and Continued Growth From April 15–17, the Merit Financial Advisors team came together with valued partners, advisors, and industry leaders...
