Wealth Management Resources

Our team offers comprehensive investment management resources to help maximize the probability of clients achieving all that is important to them.

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Strong Cybersecurity Starts with Solid Cyber Hygiene

A Q&A with Chrissy Lee, Chief Operating Officer, Merit Financial Advisors, and Mark Hurley, CEO, Digital Privacy & Protection While families across the country are...
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401(k) Day Spotlight: Are Alternatives Like Crypto and Private Equity Right for You?

David Elder, CFP®, CEPA, Wealth Manager, Merit Financial Advisors In case you haven’t heard, 401(k) plans recently got a facelift. President Trump’s executive order last...
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Growth Through Partnership: How Merit Helps Financial Advisors Scale and Serve Clients Better 

At Merit Financial Advisors, growth means more than numbers on a page; it is about empowering clients with solutions that truly fit their needs. During...
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August 2025 Market Update

In this August market update, Chief Investment Officer Brian Andrew, CFA®, looks at how markets continue to present opportunities and challenges for investors. The S&P...
Orion and Merit Financial Advisors discuss how direct indexing creates personalized, tax-efficient portfolios and scales value for wealth management clients. Let me know if you'd like a variation that highlights customization, technology, or advisor benefits.

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...
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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...
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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”)...
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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...
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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...
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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,...
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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...
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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...

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