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Episode 6: Estate Planning 101 – What is Probate?

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Episode 5: Estate Planning 101 – Do I Need A Trust?

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Super Charge Your Tax Planning with These Tips

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Merit Financial Advisors Announces Strategic National Collaboration with The Pioneers Volunteer Network

Celebrating 5 Females at Merit During Women’s History Month, and Every Month

Celebrating 5 Females at Merit During Women’s History Month, and Every Month

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Elevating Your Financial Journey: Merit Financial Advisor’s Mission for 2024

February 2024 Market Update with Brian Andrew

February 2024 Market Update

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Episode 4: Estate Planning 101 – Types of Assets and How They Transfer.

Wealth Planning for Age 90, 100, and Beyond

Wealth Planning for Age 90, 100 – and Beyond


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.

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.

Risk Quantification

Risks come in many forms and can wreak havoc on our financial lives. An essential part of your planning should be to identify and quantify as many of your potential risks and, where possible, identify strategies to mitigate those risks. This worksheet includes a few common risk areas for you to consider as you begin this process.


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