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,...
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,...
