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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September 2024 Market Update

In this September market update, Chief Investment Officer Brian Andrew, CFA®, explores recent market trends and their potential influence on your investment strategy in the...
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Federal Reserve’s Latest Rate Decision – Key Implications and Opportunities

Written by: Nate Burstin, Portfolio Manager Following a very recent Federal Open Market Committee (FOMC) decision, Merit’s investment team discusses key implications and opportunities this...
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Trump, Harris, and the Market Rollercoaster: What Investors Can Expect

By Brian Andrew, CFA®, Chief Investment Officer | Executive Vice President, Merit Financial Advisors When election rhetoric runs high, investors often feel they should be...
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August 2024 Market Update

In this August market update, our Chief Investment Officer, Brian Andrew, CFA®, delves into the latest market trends and their potential impact on your investments...
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Merit Financial Advisors Partners with Kizer & Associates to Expand Its Presence in the Midwest

ATLANTA —[August 19, 2024] — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth...
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Special Market Commentary August 2024

Written by Brian Andrew, CFA® - Chief Investment Officer In last month’s video, we mentioned that August is becoming less attractive for vacations and that...
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Merit Financial Advisors Adds Second Office in New Jersey with Acquisition of Westfield Financial Planning

NEW JERSEY —[July 31, 2024] — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for...
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July 2024 Market Update

In this July market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead....
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June 2024 Market Update

In this June market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead....
May 2024 Market Update

May 2024 Market Update

In this May market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead....
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Your Financial Advisor Kindly Requests Your Imagination

By Joe Cilley, CFP® Vice President of Financial Planning, Partner, Merit Financial Advisors Today, information is ubiquitous. We don’t have to wonder about anything for...

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