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

Proud to support the communities we call home.The Merit Financial Advisors Billings team was proud to sponsor the Yellow...
08/28/2026

Proud to support the communities we call home.

The Merit Financial Advisors Billings team was proud to sponsor the Yellowstone International Air Show featuring the U.S. Navy Blue Angels this past weekend.

Community events like these bring people together, and we're grateful for the opportunity to support an event that made such a lasting impact across the region.

A special thank you to Gabe Lapito, Ryan Gomendi, Josh Mersberger, and Kaelen Shay for representing Merit and connecting with the Billings community throughout the event.

Learn more about the Yellowstone International Air Show: https://www.yellowstoneairshow.com/about/sponsors

08/27/2026

August Market Update with CIO Brian Andrew, CFA® 📊

In this month's update, Brian Andrew discusses the latest economic data and market trends shaping today's investment landscape. While the economy continues to grow, signs of a slowing labor market, cooling inflation, and higher long-term interest rates are creating a more complex environment for investors.

Key highlights:
✅ Employment growth is slowing while inflation continues to improve
✅ Long-term interest rates are rising as investors focus on federal deficits
✅ Strong corporate earnings and AI continue to support equity markets
Brian also shares why diversification and a long-term perspective remain essential as investors navigate changing economic conditions.

📲 Watch the full market update here: https://meritfinancialadvisors.com/blog/august-2026-market-update/

If you think our team is talented, you should meet our dogs 🐾 We hear this pup just got her pilot license! ✈️
08/26/2026

If you think our team is talented, you should meet our dogs 🐾 We hear this pup just got her pilot license! ✈️

🐾 Happy National Dog Day!Today we're celebrating the four-legged family members who greet us at the door, join us on wal...
08/26/2026

🐾 Happy National Dog Day!

Today we're celebrating the four-legged family members who greet us at the door, join us on walks, keep us company during the workday, and remind us to enjoy the little moments.

At Merit, we know our team members' pets are an important part of their lives, and today we're giving them the spotlight they deserve.

Swipe through to meet some of the dogs that make the Merit team even more special!

08/25/2026

📍 New Location!

Merit Financial Advisors is proud to welcome our new office in Marquette, Michigan.

Expanding into Michigan's Upper Peninsula allows us to continue supporting individuals, families, and business owners with personalized financial planning and wealth management. While the name has changed, clients can continue to expect the same trusted team, thoughtful guidance, and personalized service they've always known.

We're excited to grow in the Marquette community and build lasting relationships throughout the region.

🌟 Learn more about our newest location: https://meritfinancialadvisors.com/bell-financial/

Social Security is only one piece of your retirement plan.As retirement planning continues to evolve, understanding how ...
08/24/2026

Social Security is only one piece of your retirement plan.

As retirement planning continues to evolve, understanding how and when to claim Social Security benefits has never been more important. From deciding the right time to start collecting benefits to preparing for potential future changes, thoughtful planning can make a meaningful difference in your long-term retirement income.

In her latest blog, Andrea Zoeller, CFP®, NSSA®, shares practical strategies to help you make informed decisions, avoid common mistakes, and build a retirement plan that goes beyond relying on Social Security alone.

Read the full article: https://meritfinancialadvisors.com/blog/social-security-strategies-how-to-help-maximize-your-retirement-income/

08/21/2026

Your financial future deserves more than one perspective.

The best financial decisions often come from having the right specialists working together. Whether it's tax planning, estate planning, investment management, or preparing for the next generation, a collaborative team can help bring greater depth and confidence to every decision.

In this video, Kris Maksimovich and Chris Powers, CFP®, AEP®, share how clients benefit from having access to a broader team of specialists while continuing to work with the advisor they know and trust.

Learn more about our approach: https://meritfinancialadvisors.com/

Investing in the next generation starts close to home.This year, Bryce Stacey proudly purchased the Grand Reserve Champi...
08/20/2026

Investing in the next generation starts close to home.

This year, Bryce Stacey proudly purchased the Grand Reserve Champion Hog at the Northwest Montana Fair, supporting Bodie Rudiger of Glacier Stars Kalispell 4-H.

The 4-H/FFA Market Livestock Sale is more than an auction. Every bid goes directly to the student who raised the animal, helping fund future projects, college savings, and the next generation of agricultural leaders.

At Merit, we believe some of the best investments are the ones that strengthen our communities. Congratulations to Bodie on an outstanding achievement, and thank you to everyone who helps make this tradition possible.

Three Rivers Bank of Montana, NWMT Fair, Flathead Livestock Sale Organization, Montana FFA, Flathead County 4-H, Farm To Market Pork

Today is and a great reminder that your financial life is best connected through a holistic strategy. Managing wealth ...
08/14/2026

Today is and a great reminder that your financial life is best connected through a holistic strategy.

Managing wealth goes beyond investment performance. It requires thoughtful coordination across every aspect of your financial life, from retirement and tax planning to estate strategies, insurance, and wealth preservation.

At Merit Financial Advisors, we take a comprehensive approach to help ensure each financial decision supports your long-term goals, giving you greater clarity and confidence at every stage of life.

Learn how our integrated planning approach can help you build and preserve your wealth: meritfinancialadvisors.com

Retirement timing matters more than many investors realize.A strong retirement plan isn't just about how much you've sav...
08/13/2026

Retirement timing matters more than many investors realize.

A strong retirement plan isn't just about how much you've saved. It's also about how market performance aligns with the timing of your retirement. This concept, known as sequence of returns risk, can have a lasting impact on your portfolio, especially during the early years of retirement.

In our latest blog, Kate Redden, CFP®, ChFC®, CKA®, and Brian Andrew, CFA®, explain what sequence of returns risk is, why it matters, and the strategies financial advisors use to help clients navigate market volatility with confidence.

Read the full article: https://meritfinancialadvisors.com/blog/sequence-of-returns-risk-the-retirement-concern-youve-never-heard-of/

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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