Protecting What You’ve Built: A Risk Management Playbook for High-Net-Worth Individuals
By Adam Rauscher, Vice President of Insurance Services, Wealth Manager, Partner High-net-worth (HNW) individuals and households, defined as those with $3 to $20 million in...
August 2026 Market Update
Markets continued to navigate competing signals in August as economic growth showed signs of slowing while inflation continued to ease. Despite concerns about softer job...
Trump Accounts vs 529 Plans: Practical Advice for Parents Saving for College
By Mark Fried, Wealth Manager, Partner, Merit Financial Advisors College is expensive, but the real cost often extends beyond tuition alone. Those stroking the check...
Merit Financial Advisors Partners with Bell Financial, Adding Second Office in Michigan
ATLANTA, GA – August 25, 2026 – Merit Financial Advisors (“Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions...
Social Security Strategies: How to Help Maximize Your Retirement Income
By Andrea Zoeller, CFP®, NSSA®, Area Director, Wealth Manager, Partner, Merit Financial Advisors Without Congressional action, significant reductions to Social Security are imminent. Most Americans...
Sequence of Returns Risk: The Retirement Concern You’ve Never Heard Of
By Kate Redden, CFP®, ChFC®, CKA®, Vice President of Client Experience, Wealth Manager, Partner, and Brian Andrew, CFA®, Chief Investment Officer The strength of your...
The Path to Financial Independence: Lessons Learned from Nearly Five Decades as a Financial Advisor
By Randy Kim, ChFC®, AIF®, Wealth Manager, Merit Financial Advisors In nearly five decades as a financial advisor, I have observed that despite significant changes...
Why Building a Smart Financial Plan Will Prepare You for Your Second Home
By Trey Grissom, CFP®, Branch Director, Partner, Merit Financial Advisors If you’re thinking of buying a second home for investment purposes or for your own...
June 2026 Market Update
In our June 2026 market update, Merit Financial Advisors’ Chief Investment Officer Brian Andrew, CFA®, breaks down the key forces shaping today’s market outlook, including...
How High-Net-Worth Families Can Raise Financially Literate Children
By David Elder, CFP®, CEPA®, Wealth Manager, Partner, Merit Financial Advisors While Generation Z is referred to as “digital natives”, unfortunately, they are less likely...
