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...
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...
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,...
