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Orion and Merit Financial Advisors discuss how direct indexing creates personalized, tax-efficient portfolios and scales value for wealth management clients. Let me know if you'd like a variation that highlights customization, technology, or advisor benefits.

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...
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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...
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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...
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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,...
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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,...
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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...
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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...
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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...

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