Merit Financial Advisors

Merit Financial Advisors Building Your Tomorrow, Together Merit exists to enrich the lives of those we serve.

Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and co

re values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together. Merit’s Awards and Accolades:
- 2024 InvestmentNews RIA Firm of the Year
- 2024, 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work for Financial Advisors by InvestmentNews
- 2023 Barron’s Top 100 RIA Firms
- 2023 Baron’s Top 100 Private Wealth Management Teams
- 2023 Forbes Top RIA Firms
- 2023 RIA Intel RIA of the Year $1Billion+
- 2021 Barron's Top Private Wealth Management Teams
- 2020 Forbes Top 250 Wealth Advisors
- 2020 - 2024 Inc. 5000 Fast Growing Private Companies in America

Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. For a list of states in which I am/we are registered to do business, please visit www.meritfa.com

📈 Retirement planning becomes more complex as wealth grows.In their latest blog, Kris Maksimovich, CPFA®, CRC®, CRPC®, a...
06/02/2026

📈 Retirement planning becomes more complex as wealth grows.

In their latest blog, Kris Maksimovich, CPFA®, CRC®, CRPC®, and Chris Powers, CFP®, AEP®, explore advanced retirement planning strategies for high-net-worth individuals approaching retirement.

They share practical insights on managing wealth in retirement, from tax planning and income strategies to legacy and estate considerations.

Read the full blog here: https://ow.ly/tYOl50Z6I9U

🎓 529 plans can do more than help pay for college.In recognition of 529 Day, Andrea Zoeller, CFP®, NSSA®, shares how hig...
05/29/2026

🎓 529 plans can do more than help pay for college.

In recognition of 529 Day, Andrea Zoeller, CFP®, NSSA®, shares how high-net-worth families are using 529 plans as part of a broader legacy and wealth planning strategy. From front-loading contributions to new rollover flexibility under SECURE 2.0, these plans continue to evolve beyond traditional education savings.

Andrea also explores qualified expenses families may not realize are covered, strategies for maximizing long-term growth, and why starting early can make a meaningful impact over time.

Read the full blog here:
https://ow.ly/ZY9850Z5CrJ

📰 Featured in The Wall Street JournalKris Maksimovich, Wealth Manager and Partner, was quoted in The Wall Street Journal...
05/29/2026

📰 Featured in The Wall Street Journal

Kris Maksimovich, Wealth Manager and Partner, was quoted in The Wall Street Journal Buy Side article on fair market value and why it plays such an important role in financial planning.

His insights highlight how fair market value impacts everything from wealth transfers and estate planning to divorce settlements and investment decisions, emphasizing the importance of objective valuations and thoughtful planning.

Read the full article here: https://ow.ly/VfMT50Z5C9T

🎓 College planning starts earlier than most people think.A 529 plan can be more flexible than many families realize. Fun...
05/26/2026

🎓 College planning starts earlier than most people think.

A 529 plan can be more flexible than many families realize. Funds can be used for qualified education expenses, grow tax-free, and may even be transferred to another eligible family member if plans change.

Starting early, even with small contributions, can make a meaningful difference over time.

Talk with an advisor to explore how education planning could fit into your long-term financial goals: https://meritfa.com/

In observance of Memorial Day, our offices will be closed as we take time to honor and remember the brave men and women ...
05/25/2026

In observance of Memorial Day, our offices will be closed as we take time to honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

We wish everyone a safe and meaningful holiday.

Retirement is not what it used to be.The biggest risk in retirement is not running out of money. It’s making important d...
05/21/2026

Retirement is not what it used to be.

The biggest risk in retirement is not running out of money. It’s making important decisions without a plan.

People are living longer, working longer, and navigating more uncertainty than ever before. With so many moving parts, both expected and unexpected, having a flexible retirement strategy matters.

At Merit Financial Advisors, we help clients make informed decisions that can have a lasting impact on their future.

Schedule a conversation with one of our advisors to start building your plan > https://ow.ly/oF3z50Z2SBO

Life changed. The plan didn’t.For many women, financial responsibility can shift quickly through career growth, marriage...
05/19/2026

Life changed. The plan didn’t.

For many women, financial responsibility can shift quickly through career growth, marriage, divorce, widowhood, caregiving, or simply wanting to take a more active role in their financial future.

Questions like “Am I making the right decisions?” or “Where do I even start?” are more common than people think.

A second opinion conversation can help bring clarity, confidence, and a better understanding of where things stand today and where you want to go next.

Schedule a conversation with our team to get started:
https://ow.ly/1EqT50Z1Nsb

🏆 Honored in BRAVA Magazine’s Raves & FavesMerit Financial Advisors was recognized as a Readers’ Choice Winner in the Pr...
05/15/2026

🏆 Honored in BRAVA Magazine’s Raves & Faves

Merit Financial Advisors was recognized as a Readers’ Choice Winner in the Professional Services category for Tax Preparation.

We’re grateful to be recognized by the community and proud to support clients with thoughtful, year-round tax planning.

Check out the magazine with all the named winners: https://ow.ly/UOF050Z0cwe



Disclosure: The Madison, WI team was awarded the Brava Award for the 2026 year. Nominations were collected through November 2025. The Madison, WI team was informed of the award in March 2026.

🏆 Recognized among the top financial planners in the U.S.Max Baer and Joe Cilley have been named 5-Star Financial Planne...
05/13/2026

🏆 Recognized among the top financial planners in the U.S.

Max Baer and Joe Cilley have been named 5-Star Financial Planners by InvestmentNews. This recognition reflects how they help clients navigate important financial decisions with clarity and confidence.

View the full list of honorees:
https://ow.ly/GSaK50YYWrM



Disclosure:
Joe Cilley and Max Baer were recognized as one of InvestmentNews Best Financial Planners in the U.S. for the award year 2026 - data was measured from November 2024 - November 2025. Joe and Max were notified of this recognition in April 2026.

Address

2400 Lakeview Pkwy
Alpharetta, GA
30009

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+16788677050

Website

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