Wealth Management Resources

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

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...
estate planning 101 2

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...
charitable giving blog thumbnail

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 thumbnail

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...
website market update thumbnails (estate planning 101)

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...
Year-End Financial Checklist, David Elder

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...

Want To Discuss Your Current Situation?