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Merit Financial Advisors

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Alpharetta, GA
Merit Financial Advisors

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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 core 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

10/26/2026

When was the last time you reviewed your financial plan?

As life changes, so do your financial priorities. From managing investments and planning for retirement to navigating taxes and protecting your legacy, having a comprehensive financial plan can help you make informed decisions about your future.

In recognition of Financial Planning Month, we're encouraging individuals and families to take a closer look at their financial goals and make sure their strategies continue to align with what matters most.

Ready for a financial check-in? Connect with your Merit advisor to review your plan: https://ow.ly/m0af51012hy

10/23/2026

Your financial life is complex. Your financial planning should consider the bigger picture.

With 25 years of industry experience, Tony LaJeunesse, AIF®, Wealth Manager, Area Director, and Partner at Merit Financial Advisors, understands the importance of having a comprehensive approach to wealth management.

In this video, Tony shares how Merit's team of specialists works together to address complex financial needs, including tax strategies, estate planning, and investment management, while keeping each client's individual goals at the center.

Discover how Merit approaches personalized financial planning: https://ow.ly/a5UQ5100yFa

10/22/2026

Your estate plan should evolve as your life does.

Estate planning is about more than protecting assets. It's about ensuring your wishes are clear and preparing the people who matter most for the future.

During Estate Planning Awareness Week, we're highlighting insights from Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager and Partner at Merit Financial Advisors, on three important considerations: taxes, responsibility, and communication.

Is your estate plan up to date? Read more: https://ow.ly/Bk6K51006mW

10/21/2026

🌍 Where Has Merit Been? Croatia! 🇭🇷

Our latest stop takes us to Croatia, where Paul Pradel, Wealth Manager at Merit Financial Advisors, recently explored the beautiful coastal cities of Split and Dubrovnik along the Adriatic Sea.

We love seeing where our Merit team travels and the memories they make along the way!

10/20/2026

Building wealth is one thing. Protecting what you've built takes a different strategy.

As wealth grows, managing risks like concentrated investments, liability exposure, and tax and estate considerations becomes increasingly important.

In our latest blog, Adam Rauscher, Vice President of Insurance Services, Wealth Manager, and Partner at Merit Financial Advisors, shares key strategies for high-net-worth individuals and families to protect their assets, manage potential risks, and preserve wealth for the future.

Read the full blog: https://ow.ly/JyK950ZZlyy

10/16/2026

Proud to continue supporting Lock Haven University Athletics!

For the third consecutive year, Merit Financial Advisors is a corporate sponsor of Lock Haven University Athletics, continuing our commitment to the local community and its student-athletes.

Wealth Manager, Darla Wise, recently attended an LHU Wrestling social at New Trail Brewing Company in Williamsport, Pennsylvania, connecting with fellow supporters and university leadership.

It was a great opportunity to spend time with Albert Jones, Athletic Director, and Scott Moore, Head Wrestling Coach, and celebrate the wrestling program.

We're grateful to be part of the Lock Haven community and look forward to another great year of LHU Athletics!

10/15/2026

Medicare Open Enrollment begins October 15. Is your coverage still the right fit?

Through December 7, individuals already enrolled in Medicare have an opportunity to review their coverage and make changes for the year ahead.

Changes to premiums, prescription drug coverage, provider networks, and healthcare needs can all affect your overall retirement expenses. It's also important to consider how Medicare costs, including potential IRMAA surcharges, fit into your broader financial plan.

If you haven't reviewed your coverage recently, now is a good time to start the conversation.

Connect with your Merit advisor to discuss how Medicare fits into your retirement strategy: https://ow.ly/ljHE50ZY3kI

10/14/2026

A little planning now can make a difference come tax time.

Waiting until the end of December can leave less time to make thoughtful decisions. Reviewing your tax strategy earlier gives you an opportunity to identify potential planning considerations before the year comes to a close.

This may include reviewing charitable giving, investment gains and losses, retirement contributions, required minimum distributions, and other strategies that could affect your overall financial picture.

Connect with your Merit advisor to review your year-end strategy and discuss what may make sense for your financial plan: https://ow.ly/jn8250ZXEjZ

10/13/2026

Cybercriminals are getting smarter. Are your digital security habits keeping up?

With AI making it easier to impersonate individuals, create convincing scams, and access personal information, protecting your digital privacy is more important than ever.

In recognition of Cybersecurity Awareness Month, Zach Mersberger, CFA®, AIF®, CRPC®, Managing Principal and Partner at Merit Financial Advisors, and Carmine Cicalese, Senior Partner at Digital Privacy & Protection, share practical strategies for strengthening passwords, securing devices, protecting personal information, and recognizing emerging cyber threats.

Read the full blog: https://ow.ly/VsU750ZXcY1

10/12/2026

When was the last time you took a closer look at your savings strategy?

Your financial priorities can change over time, and the way you save should reflect those changes.

On National Savings Day, it's a good opportunity to review how your savings fit into your overall financial plan. Having the right balance between accessible cash, upcoming expenses, and long-term investments can make a meaningful difference in how you prepare for what's ahead.

Not sure if your current strategy still aligns with your goals? Connect with your Merit advisor to review your plan: https://meritfinancialadvisors.com/

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

http://www.meritfinancialadvisors.com/

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