Did you know professionally managed retirement accounts outperform self-directed ones? https://ow.ly/KY7r50RBX1F At Merit Financial Advisors, we're here to help. Our team offers expert guidance, providing comprehensive, personalized asset allocation and tax strategies tailored to your unique financial goals. Take the next step toward a secure retirement with Merit by your side. 💼💡 #RetirementPlanning #FinancialGuidance #MeritFinancialAdvisors
Merit Financial Advisors
Financial Services
Alpharetta, GA 2,405 followers
On a mission to help advisors grow and advance their business.
About us
Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their businesses. Merit Financial Advisors supports advisors affiliated with independent broker-dealers, as well as those who are registered investment advisors. Merit provides its advisors and offices with practice management resources, an industry-leading technology platform, superior operational support, and the investment expertise needed to drive growth and deliver a superior client experience. If you are looking to take your firm to the next level, please visit https://www.meritfinancialadvisors.com/for-advisors/ Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC and Merit Financial Advisors are separate entities from LPL Financial.
- Website
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https://www.meritfinancialadvisors.com/for-advisors/
External link for Merit Financial Advisors
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Alpharetta, GA
- Type
- Privately Held
- Founded
- 1998
- Specialties
- Wealth Management, Retirement Planning, Risk Mitigation, Investment Management, Divorcees, Estate Planning, Financial Planning, Mergers & Acquisitions, Independent Advisors, Widowhood, Succession Planning, Hybrid RIA, Financial Advisor, Independent Financial Advisor, Growth Strategy, Technology, FinTech, WealthTech, Portfolio Strategy, and Women Leaders
Locations
Employees at Merit Financial Advisors
Updates
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Merit Financial Advisors' President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, is speaking at WealthManagement.com EDGE 2024 on May 14th, featuring Inside ETFs+, WealthStack and RIA Edge on May 14th at The Diplomat Beach Resort in Hollywood, Florida! Register now: https://lnkd.in/eqeUve_b #WMEDGE #InsideETFs+ #WealthStack #RIAEdge
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⏰ Today's the day! Join us at 3pm EST for our cybersecurity webinar, "Your Financial Shield: Advanced Cybersecurity Tactics." Don't miss out on expert insights to protect your financial assets! Join us here: https://ow.ly/zwq250Rzx49 #Cybersecurity #Webinar #FinancialProtection
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Merit Financial Advisors reposted this
Representing Merit Financial Advisors at the 2024 Barron’s Advisor Teams Summit here in Las Vegas with my partner Jooliana Krummel. Great event with some of the industry’s best and brightest speakers. Got to catch up with old colleagues and finally met Ray Sclafani in person!
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We are thrilled to have our Wealth Manager and Partner in Williamsport, PA, Darla Wise, take the lead alongside Jessica Bennett, in educating students at the Commonwealth University of Pennsylvania, on financial literacy. Together, they're shaping brighter financial futures for our next generation! #FinancialLiteracy #Education #FutureLeaders
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With cyber threats on the rise, seize the opportunity to learn actionable advice from the specialists at Digital Privacy & Protection. Join us for a free webinar: "Your Financial Shield: Advanced Cybersecurity Tactics," on May 8th at 3:00 PM EST. Acquire essential techniques to defeat online threats effectively. Secure your spot today: https://ow.ly/XVvb50Rxo3V #Cybersecurity #FinancialProtection #Webinar #OnlineSecurity
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🔐 Are you safeguarding your financial future against cyber threats? Dive into our latest blog post for 6 essential daily cybersecurity habits that can protect your finances and lead to a secure retirement. Don't wait until it's too late—strengthen your defense today! 💪🛡️ Read Now: https://ow.ly/Q9wF50RweTa #CybersecurityAwareness #FinancialWellbeing #RetirementReady
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Merit Financial Advisors reposted this
How is the alternative investment space evolving? Joseph Guidish, MSF, CAIA, a Portfolio Manager at Merit Financial Advisors, shares his view on how CAIS is helping advisors access their alternative investment allocation. Interested in joining us in a city near you? View the full 2024 events schedule here: https://lnkd.in/dvWhbBfZ #CAISLive #altsinvesting #independentwealth
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Merit Financial Advisors has been recognized by USA TODAY as one of the Best Financial Advisory Firms of 2024! 🏆 We're incredibly honored to receive this recognition, and we're committed to continuing to provide exceptional service and guidance to our clients. Thank you for your trust and support! Read more about this award in the USA Today article: https://ow.ly/AF7Q50RuHpO Kay Lynn Mayhue, CFP®, AEP®, RFC®, Rick Kent, Chrissy Lee, Brian Andrew, CFA, John Cote, Mike Mitchell #AwardWinners #FinancialAdvisors #USAToday #BestAdvisoryFirms2024
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Did you know only 35% of Americans have a financial planning professional helping them set their investment goals? It's recommended to revisit your financial strategy, making Spring the perfect time to dust off and review your plans with all your documents in order. 📑 Check out our latest blog post for two conversation starters to kickstart your financial spring cleaning written by Merit Financial Advisors' Chief Investment Officer Brian Andrew, CFA 🔗 https://ow.ly/KCRR50RsZQ3... #FinancialPlanning #InvestmentGoals #FinancialStrategy
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