Wealth Management Resources

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

website thumbnails

Episode 4: Estate Planning 101 – Types of Assets and How They Transfer.

In part four of Estate Planning 101, Wealth Manager Kelly Gallimore provides an insightful analysis of the various asset categories that are essential to the...
Wealth Planning for Age 90, 100, and Beyond

Wealth Planning for Age 90, 100 – and Beyond

Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of...
Managing Money as a Couple: A Male & Female Perspective

Managing Money as a Couple: A Male & Female Perspective

Money can be a divisive topic in relationships, but it doesn't have to be. A recent survey from SunTrust Bank revealed that 35% of people...
mark fried 401k video thumbnail

Supercharge Your Retirement

Unlock the full potential of your employer-sponsored retirement savings with these four powerful tips from Merit Wealth Manager Mark Fried, to supercharge your nest egg....
2024 market outlook website thumbnails

Merit Financial Advisors 2024 Market Outlook

In this 2024 Market Outlook titled “No Room for Mistakes,” the Merit investment team reflects on the past 12 months and their implications on the...
stock website thumbnails

Maximizing Gains, Minimizing Risks: Your Guide to Safeguarding Wealth in Concentrated Stock Positions

By Tyler Vernon, Regional Director and Partner at Merit Financial Advisors Embarking on the journey of concentrated stock ownership can be thrilling, especially when the...
Easy Steps to Get Started With Taxes

4 Easy Steps to Get Started with Your Taxes in 2024

At Merit, we understand the season of income tax preparation can go hand-in-hand with feelings of joy (when one receives that much-anticipated refund); result in...
divorce blog jan 2024

Six Ways a CDFA® Helps During Divorce Proceedings

By Hollis Hardiman, CDFA®, Wealth Manager, Partner, Merit Financial Advisors Divorce is a challenging and emotionally charged process, and it can be particularly difficult when...
brian andrew welcome to merit

Merit Financial Advisors Hires Brian Andrew as Chief Investment Officer

Brian joins Merit from Johnson Financial Group, bringing three decades of experience. ATLANTA – [January 12, 2024] - Merit Financial Advisors (“Merit”), a Georgia-based financial...
website estate planning ep 3 thumbnails

Episode 3: Estate Planning 101 – What to Consider When Building a Plan.

In part three of Estate Planning 101, Wealth Manager, Kelly Gallimore, zooms in on essential things to consider when creating an estate plan. Kelly answers...
Man working from home

Making Financial Resolutions For the New Year

Written by: Stephen Frick, Wealth Manager & Partner While making New Year’s resolutions is a fun tradition that comes back around at the end of...
year end video thumbnails

Year End Planning Tips – An Advisor’s Guide on How to Wrap Up The Year

As the year draws to a close, it's time to optimize your year end financial strategy for the upcoming year. For taxes, consider tax loss...

Want To Discuss Your Current Situation?