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Archive

Merit Financial Advisors 2024 Market Outlook

Maximizing Gains, Minimizing Risks: Your Guide to Safeguarding Wealth in Concentrated Stock Positions

Merit Financial Advisors Hires Brian Andrew as Chief Investment Officer

Episode 3: Estate Planning 101 – What to Consider When Building a Plan.

Making Financial Resolutions For the New Year

Year End Planning Tips – An Advisor’s Guide on How to Wrap Up The Year

Episode 2: Estate Planning 101 – A Holistic Approach.

Warm Holiday Wishes – Merit Financial Advisors

How to Maximize Your Charitable Giving During the Holidays

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Questionnaires

Financial DNA

Merit has partnered with Financial DNA^® to provide you with an in-depth perspective of your personal financial behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire. Once completed, you'll have a consultation with your advisor to discuss the results.

Take Assessment

Financial House

Brought to you by our Private Wealth Division, this is a comprehensive plan to help manage your finances and build wealth. “Your Financial House” will demonstrate how much lifestyle, hybrid, and non-lifestyle income you need. Calculate your expenses on an annual basis for each category and total them at the end of each section.

Download Worksheet

Calculators

We’ve compiled a few financial calculators to help you successfully plan for your future.

Calculate Your Future