Ready to take control of your financial future? Schedule a complimentary consultation with Merit Financial Advisors! https://ow.ly/oaqF50Sy8cO Our team of experts is here to provide personalized strategies tailored to your unique needs. Let's start your journey to financial success together. #FinancialPlanning #ComplimentaryConsultation #MeritFinancialAdvisors #FinancialSuccess #PlanForTheFuture
Merit Financial Advisors
Financial Services
Alpharetta, GA 2,509 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/ Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC and Merit Financial Advisors are separate entities from LPL Financial.
- 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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Hear what our clients have to say about their experiences with Merit Financial Advisors. We take pride in delivering exceptional service and tailored financial strategies. Your success is our mission! 🔗 https://ow.ly/Z3nu50Sy87E Tait Lane #TestimonialTuesday #ClientFeedback #MeritFinancialAdvisors #ClientSuccess #FinancialPlanning
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Merit Financial Advisors reposted this
Nominate women who are leading well and impacting lives," says Colleen Bell, President of Innovation and Experience at Cambridge Investment Research, Inc.. Kay Lynn Mayhue, CFP®, AEP®, RFC®, President at Merit Financial Advisors, adds, "Nominate those who have risen to new levels and are doing things differently." The deadline for the Women to Watch Awards is fast approaching. Recognize outstanding women advisors making strides in the industry. Nominate by July 12! https://hubs.la/Q02DVlBT0 #WomenInFinance #Leadership #Finance #INW2W
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Check out the latest article on InvestmentNews featuring our Regional Director and Partner, Zach Mersberger, on the challenges business owners face in separating personal and business expenses. He highlights issues like cash flow management, succession planning, and retirement planning, and emphasizes the importance of focusing on the overall financial health of the business. Read the full article to learn more: https://ow.ly/VpGZ50Sxa41 #BusinessFinance #CashFlowManagement #SuccessionPlanning #RetirementPlanning #FinancialHealth #MeritFinancialAdvisors
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Merit Financial Advisors can help you make the most of your retirement planning. Your Merit financial advisor offers personalized asset allocation and tax strategies tailored to your unique financial situation. Ready to take control of your financial future? Schedule a time to talk with us today: https://ow.ly/lZb750Swe7w #MeritFinancialAdvisors #RetirementPlanning #401kManagement #FinancialEmpowerment #PersonalFinance
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Our offices will be closed today starting at 1 PM ET. We will resume normal operations on July 5th. Have a safe and happy Fourth of July holiday! #OfficeClosed #HolidayHours #MeritFinancialAdvisors #FourthOfJuly
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Expand your client services and boost your revenue by joining CPA Connect! 🌟 Become part of a growing community of CPAs offering wealth management services. Connect with us today and elevate your practice 🔗 https://ow.ly/WSEZ50Su6gL #CPAConnect #WealthManagement #ExpandYourServices #GrowYourRevenue #MeritFinancialAdvisors
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Celebrate National Financial Freedom Day with us! 🎉https://ow.ly/wviB50StcKK Reflect on your financial goals and take proactive steps towards achieving them. At Merit Financial Advisors, we're here to help you navigate your path to financial independence. Contact us today to start your journey to a secure and prosperous future 🔗 https://ow.ly/HrC250StcIK #FinancialFreedomDay #SmartInvesting #FinancialGoals #MeritFinancialAdvisors #FinancialIndependence
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🚨 Reminder: Today is the final day to apply for FAFSA. Ensure your child secures financial aid for their education by submitting the application now. Don't miss this crucial opportunity for support. #FAFSA #FinancialAid #LastDayToApply #EducationFunding
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We are thrilled to announce that Merit Financial Advisors was named #12 on the Georgia Fast 40 list last night! 🎉 Thank you to our incredible team and clients for making this achievement possible. Here's to continued growth and success! 🔗 https://ow.ly/s0iZ50Ss6ZZ Kay Lynn Mayhue, CFP®, AEP®, RFC®, Rick Kent, Chrissy Lee, John Cote, Doug Baxley, Brian Andrew, CFA, Mike Mitchell, Jooliana Krummel #GAFast40 #AwardWinner #MeritFinancialAdvisors #CelebratingSuccess
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