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...
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...
