Protected: August 2025 Market Update
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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...
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...
Plan for the Best, Prepare for the Rest: Why Prenuptial Agreements Are Back, and Smarter Than Ever
By Baylee Bryant, Wealth Manager, CFP®, CDFA®, Partner, Merit Financial Advisors Few conversations test a couple’s communication like the idea of implementing a prenuptial (“prenup”)...
4 Important Steps to Preparing Your Young Adult Children for Financial Independence
Written By: Zac Beckerley, Wealth Manager | Partner From budgeting and saving to determining the appropriate investment strategy, there is a lot for young adults...
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,...
Merit Financial Advisors Expands Pacific Northwest Presence Through Partnership with Olympic Wealth Management
ATLANTA — June 17, 2025 — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for...
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...
What Families with Unique Dynamics Need to Know About Financial Planning
By Kat Grier, CFP®, CPA, Wealth Manager, Merit Financial Advisors If you’re one of the many millions of Americans who consider themselves part of a...
