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...
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...
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 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...
Episode 2: Estate Planning 101 – A Holistic Approach.
In part two of Estate Planning 101, Wealth Manager Kelly Gallimore highlights the crucial starting point in a holistic estate plan: having meaningful conversations with...
How to Maximize Your Charitable Giving During the Holidays
Written by Tony Pitzer, Wealth Manager and partner As families and businesses alike usher in the season of giving, they are met with ample opportunities...
November 2023 Market Update
November has been a great month for markets this year, snapping a 3-month losing streak after hitting a high at the end of July. The...
Episode 1: Estate Planning 101 – What is Estate Planning?
Estate planning is a critical component of working towards alleviating financial stress. Wealth manager, Kelly Gallimore, ChFC, CES, takes you through the basics of estate...
The End of The Year Is Coming. Use this Checklist to Prepare Financially and Meet Your Goals.
Written by David Elder, CFP®, Wealth Manager | Partner The end of the year is upon us, again! It’s time to reevaluate your money situation...
Estate Planning 101 – Everything You Need to Know About Getting Your Affairs in Order
Written by Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, Partner What is estate planning? Estate planning is the process of creating a plan for the...
