Merit Financial Advisors

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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 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

Proud to continue supporting Lock Haven University Athletics!For the third consecutive year, Merit Financial Advisors is...
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!

Medicare Open Enrollment begins October 15. Is your coverage still the right fit?Through December 7, individuals already...
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

A little planning now can make a difference come tax time.Waiting until the end of December can leave less time to make ...
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

Cybercriminals are getting smarter. Are your digital security habits keeping up?With AI making it easier to impersonate ...
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

When was the last time you took a closer look at your savings strategy?Your financial priorities can change over time, a...
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/

10/09/2026

Merit Financial Advisors is excited to welcome our new office in Orchard Park, New York!

As we continue expanding our presence in New York, we're looking forward to serving more individuals, families, and business owners with personalized financial planning and wealth management services.

Our Orchard Park team brings decades of experience, trusted client relationships, and a strong commitment to helping clients achieve their financial goals.

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

🌟 Learn more about our newest location: https://ow.ly/za7Q50ZWoh4

When was the last time you checked in on your financial plan?Life changes, priorities shift, and your financial goals ma...
10/08/2026

When was the last time you checked in on your financial plan?

Life changes, priorities shift, and your financial goals may look different than they did a few years ago. That's why it's important to revisit your plan and make sure it still reflects what matters most to you.

For World Financial Planning Day, we are recognizing the value of having a thoughtful financial strategy that brings together your investments, retirement goals, tax considerations, and long-term plans.

Your Merit advisor is here to help you navigate life's changes and make informed decisions along the way. Ready for a financial check-in? Connect with your Merit advisor: https://meritfinancialadvisors.com/

🏈 Football season is in full swing in Wisconsin!Our Wisconsin team brought a little team spirit to the office, represent...
10/06/2026

🏈 Football season is in full swing in Wisconsin!

Our Wisconsin team brought a little team spirit to the office, representing their favorite team and enjoying some friendly competition along the way.

It’s always great to see our teams come together, have some fun, and show off a little hometown pride.

Medicare Open Enrollment is approaching. Is your coverage still working for you?From October 15 through December 7, thos...
10/05/2026

Medicare Open Enrollment is approaching. Is your coverage still working for you?

From October 15 through December 7, those already enrolled in Medicare have an opportunity to review their coverage for the year ahead.

In our latest blog, Kurt Wiegert, CFP®, Wealth Manager and Partner at Merit Financial Advisors, shares key considerations, including healthcare costs, prescription coverage, IRMAA surcharges, and how Medicare fits into your broader financial plan.

Read more: https://ow.ly/3sS650ZUFU5

Year-end is an important time to be intentional about your charitable giving.If giving is part of your financial plan, t...
10/02/2026

Year-end is an important time to be intentional about your charitable giving.

If giving is part of your financial plan, there may be opportunities to make your contributions more strategic while supporting the causes that matter most to you.

Before year-end, consider strategies such as donor-advised funds, gifting appreciated assets, coordinating the timing of your contributions, and involving your family in your charitable plans. It’s also a good time to review the organizations you support and make sure your giving continues to align with your goals.

Your Merit advisor can help you explore charitable giving strategies within the context of your broader financial and tax plan.

Connect with your Merit advisor to start your year-end planning: https://ow.ly/Aauz50ZTWSM

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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