September 2025 Market Update
In this September market update, Chief Investment Officer Brian Andrew, CFA®, looks at how markets extended their strength last month, with the S&P 500 and...
Growth Through Partnership: How Merit Helps Financial Advisors Scale and Serve Clients Better
At Merit Financial Advisors, growth means more than numbers on a page; it is about empowering clients with solutions that truly fit their needs. During...
August 2025 Market Update
In this August market update, Chief Investment Officer Brian Andrew, CFA®, looks at how markets continue to present opportunities and challenges for investors. The S&P...
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...
Tailored 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...
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,...
