Wealth Management Resources

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

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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Two Conversation Starters to Spring Clean Your Investment Strategy

By Brian Andrew, Chief Investment Officer, Merit Financial Advisors If the arrival of Spring has you longing to clean up more than just your house,...
April 2024 Market Update with Brian Andrew

April 2024 Market Update

In this April market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead.Key Takeaways:...
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6 Daily Cybersecurity Practices to Protect You and Your Financial Well-Being

Cybersecurity opens a world full of threats to your financial accounts if left unprotected. One million passwords are stolen each week, and someone’s identity is...
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Protecting Your Retirement: Understanding the Cybersecurity Risks to Your Financial Future

Retirement should be a time of peace and enjoyment, a period to reap the rewards of decades of hard work. However, today’s digital age has...
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3 Critical Financial Planning Tips Every Business Owner Should Know

By Joshua and Zachary Mersberger, Regional Directors, Merit Financial Advisors The entrepreneurial world continues to grow; indeed, recent statistics show there are 31 million entrepreneurs...
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Merit Financial Advisors Partners with Access Investment Advisors to Expand Presence in Wisconsin

ATLANTA —[March 27, 2024] — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth...
March 2024 Market Update with Brian Andrew

March 2024 Market Update

In this March 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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Three Reasons Life Insurance Should be Part of Your Wealth Plan

As an investor with significant assets,  it’s important to engage in wealth planning that addresses the broad range of your goals, needs, and preferences. One...
Financial Literacy Month

This Financial Literacy Month, Teach Your Kids About Spending, Giving, & Investing

Written by Zac Beckerley, CFP®, Wealth Manager Teaching your kids about money is essential for many reasons. For starters, you want them to make smart...
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Merit Financial Advisors Partners with Viren and Associates to Expand Presence in the Pacific Northwest

Growing RIA adds more than $542 million in total assets. ATLANTA – [March 13, 2024] - Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm...

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