Merit Financial Advisors is proud to partner with Zimmermann Investment Management & Planning, opening our fourth office in Pennsylvania! https://ow.ly/weEs50UBkFA This new location strengthens our ability to serve more clients with personalized financial strategies and expert guidance. Join us in welcoming the Zimmermann Investment team to Merit Financial Advisors! Visit our website to learn more about the team > https://ow.ly/8gPW50UBkYq Curt Zimmermann, Kimberly Swope, Justin Taillon, Jeffery Nickum, George Kegerreis, Mandi Taillon, Tracy Minnich, Holly Wynn, Kay Lynn Mayhue, CFP®, AEP®, RFC®, Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #MeritExpansion #NewLocation #FinancialAdvisors #WealthManagement #Pennsylvania
Merit Financial Advisors
Financial Services
Alpharetta, GA 2,960 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/ Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.
- 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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January is Financial Wellness Month! 🌟 Start the year off right by setting achievable financial goals and exploring new ways to enhance your financial health. Whether you’re planning to save more, reduce debt, or invest wisely, take this time to review your finances. Schedule a consultation with one of our Wealth Managers to guide your journey towards financial success ➡️ https://ow.ly/m7u850UyVpo Kay Lynn Mayhue, CFP®, AEP®, RFC®, Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #FinancialWellnessMonth #FinanceGoals #MoneyManagement #InvestSmart #MeritFinancialAdvisors
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We are excited to welcome a new baby, Cohen Reid Smith, born on December 20, 2024, as the newest addition to the family of our Creative Director, Erika Smith. Join us in congratulating Erika and her family to celebrate this joyful arrival. Kay Lynn Mayhue, CFP®, AEP®, RFC®, Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #WelcomeCohen #NewBeginnings #NewBaby #Congratulations
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Take control of your business’s financial future! Our Financial Planning Checklist for Business Owners is here to help you gain a clear view of your financial landscape and pursue your goals with confidence. Tailored specifically for entrepreneurs, this checklist is your roadmap to financial clarity and success. Take the first step towards a thriving future today! 💼💡 👉 Visit our website to download your checklist and take the first step towards financial success: https://ow.ly/ps3H50Uu5Tu Kay Lynn Mayhue, CFP®, AEP®, RFC®, Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #FinancialPlanning #BusinessGrowth #EntrepreneurSuccess #AchieveYourGoals
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Happy New Year! 🎉 As we welcome 2025, we want to express our heartfelt gratitude to all of our clients, partners, and team for your support and trust throughout the past year. Your dedication inspires us every day, and we’re excited to step into another year of success and collaboration with you. Please note, we will be closed today to celebrate the new year, but we look forward to serving you when we reopen. Wishing everyone a joyful and prosperous 2025! 🌟 Kay Lynn Mayhue, CFP®, AEP®, RFC®, Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #HappyNewYear #NewBeginnings #ThankYou #MeritFinancialAdvisor
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A Look into 2025! Our CIO, Brian Andrew, has discussed the market outlook for the upcoming year in his feature on WealthManagement.com Brian dives deep into the implications of nationalism, inflation, and economic shifts as globalization evolves. As we approach 2025, understanding these factors becomes crucial for navigating the complexities of global markets. Discover his in-depth analysis and prepare for the economic landscape of the upcoming year here: https://ow.ly/BoQX50Uy8Gi Kay Lynn Mayhue, CFP®, AEP®, RFC®, Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Doug Baxley, Tait Lane #GlobalEconomy #Inflation #EconomicShifts #WealthManagement
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Merry Christmas Eve! 🎄✨ Our offices will be closing early this afternoon and will remain closed on Christmas Day so our team can enjoy the holiday with their loved ones. We’ll be back to regular hours on December 26th. Wishing you a joyful and peaceful Holiday Season! Kay Lynn Mayhue, CFP®, AEP®, RFC®, Rick Kent, John Cote, Jooliana Krummel , Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #MerryChristmas #HolidayHours #SeasonOfJoy #MeritFinancialAdvisors
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📢 Special Commentary from Our CIO, Brian Andrew 📢 Our CIO, Brian Andrew, shares key insights on the shifting market landscape. From the post-election rally to the Santa Rally, see how sectors like tech, energy, and financials are driving market momentum. He also highlights the growing influence of AI, with major players like Amazon, Microsoft, and Nvidia making massive investments to stay ahead. With valuations running high, earnings growth will be critical to watch. 👉 Continue reading the full blog on our website for Brian’s expert take on what’s ahead for investors. https://ow.ly/6IRg50UvlFg Kay Lynn Mayhue, CFP®, AEP®, RFC®, Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Doug Baxley, Tait Lane #MarketUpdate #CIOCommentary #InvestorInsights #AIInvesting #FinancialMarkets
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Where has Merit been in 2024? ❄️ For our final stop, our president, Kay Lynn Mayhue, CFP®, AEP®, RFC®, explored the breathtaking wilds of Alaska! Glaciers, rugged landscapes, and unforgettable views made for a truly awe-inspiring adventure. It’s been a year of unforgettable adventures, growth, and connection. Follow us as we continue pushing boundaries in 2025! Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #MeritAdventures #WhereHasMeritBeen #MeritFinancialAdvisors
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❄️🌨️ It's the first day of winter! As we bundle up and embrace the colder days, it’s a great time to reflect on our personal and financial goals. At Merit, we’re here to help you navigate through every season with confidence. How are you planning to make the most of this winter? Share your plans or favorite winter activities below! Kay Lynn Mayhue, CFP®, AEP®, RFC®, Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #FirstDayOfWinter #WinterGoals #MeritFinancial #SeasonOfSuccess
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