May is Mental Health Awareness Month. Here are 6 Ways to Reduce Your Financial Stress
By Kelly Gallimore, ChFC®, CES®, Wealth Manager and Culture Officer, Merit Financial Advisors May is Mental Health Awareness Month, and there’s little doubt that financial...
Protected: Webinar Recap: Maximizing Your Firm’s Value: How Financial Advisors Can Prepare for Succession, Sale, or Transition
This content is password protected. To view it please enter your password below: Password:
Webinar Recap: A Journey Through Change – Financial Considerations for Federal Employees
In our recent webinar, Merit Financial Advisors’ Kat Grier, CFP®, CPA, and David Elder, CFP®, CEPA, guided federal employees through the financial transitions that can...
April 2025 Market Update
In this April market update, Chief Investment Officer Brian Andrew, CFA®, examines recent market volatility stemming from evolving U.S. tariff policies. He discusses the potential...
Merit Financial Advisors Partners with Bill Spalding Wealth Management
ATLANTA — [April 14, 2025] — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for...
Market Commentary: What Just Happened?
By Brian Andrew, CFA® – Chief Investment Officer On April 2nd, the Trump Administration announced their tariff plan to the chagrin of markets. It all...
Webinar Recap – Bracket Busters: How Tariffs are Shaking Up The Market
In our recent webinar, Merit Financial Advisors' Chief Investment Officer, Brian Andrew, CFA®, explored the evolving landscape of tariffs, trade dynamics, and inflation—and how these...
Special Market Commentary: March Madness – Basketball Tournament or Tariff Policy
By Brian Andrew, CFA® – Chief Investment Officer Markets rallied on news that the proposed tariff plan was going to be scaled back before April...
Now is the Time to Spring Clean your Financial Plan
By Joe Cilley, CFP® Vice President of Financial Planning, Partner, Merit Financial Advisors Managing finances remains one of the highest day-to-day stressors in adult life,...
March 2025 Market Update
In this March market update, Chief Investment Officer Brian Andrew, CFA®, analyzes the recent market volatility driven by the U.S. Administration’s tough tariff policies and...
Special Market Commentary: Tough Talk On Tariffs
By Brian Andrew, CFA® – Chief Investment Officer Markets have been thrown into turmoil due to the tariff discussion dominating headlines. As the U.S.’ new...
Merit’s Female Executives Reflect on Mentorship vs. Sponsorship, Blending Work and Home Lives, and Building Wealth for Women’s History Month
Women’s influence in wealth management continues to grow. Fidelity’s 2024 Women & Investing Study found an 18 percent increase in women stock market investors from...