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Webinar Recap: A Journey Through Change – Financial Considerations for Federal Employees

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ENRICH 2025 Recap

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April 2025 Market Update

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Merit Financial Advisors Partners with Bill Spalding Wealth Management

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Market Commentary: What Just Happened?

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Webinar Recap – Bracket Busters: How Tariffs are Shaking Up The Market

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Special Market Commentary: March Madness – Basketball Tournament or Tariff Policy

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Webinar: How to Build a Sustainable, High-Growth Advisory Firm

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Now is the Time to Spring Clean your Financial Plan

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