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 6

Episode 6: Estate Planning 101 – What is Probate?

In our final Estate Planning 101 video, Merit Financial Advisors' Wealth Manager Kelly Gallimore breaks down the probate process, shedding light on what can often...
episode 5 estate planning 101

Episode 5: Estate Planning 101 – Do I Need A Trust?

Welcome back to Estate Planning 101! In this segment, Wealth Manager Kelly Gallimore delves into a crucial aspect of estate planning: trusts. Many individuals are...
Super Charge Your Tax Planning with These Tips image

Super Charge Your Tax Planning with These Tips

By Steven A. Henderson, CPA, PFS, CFP®, CKA®; Regional Director and Partner at Merit Financial Advisors Taxes are a fact of life, and a generous...
ig instagram social post (25)

Merit Financial Advisors Announces Strategic National Collaboration with The Pioneers Volunteer Network

Financial wellness-based resources, tools, videos, and events will be offered free of charge to 465,000 telecom volunteers. ATLANTA – March 6, 2024 - Merit Financial...
Celebrating 5 Females at Merit During Women’s History Month, and Every Month

Celebrating 5 Females at Merit During Women’s History Month, and Every Month

March is Women's History Month and is a time to honor women's contributions throughout history. At Merit, women represent more than 52% of the 200...
elevating your finances thumbnail

Elevating Your Financial Journey: Merit Financial Advisor’s Mission for 2024

Check out the video below for an exciting glimpse into Merit Financial Advisors' mission for 2024, where Kay Lynn Mayhue, President, and Rick Kent, CEO...
February 2024 Market Update with Brian Andrew

February 2024 Market Update

In this February Market Update, Brian Andrew, CFA®, Chief Investment Officer, reviews this month’s market trends and the implications for the upcoming month. Key Takeaways:...
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...

Want To Discuss Your Current Situation?