Thinking of buying a second home? 🏠✨ As home buying season peaks, consider the charm and challenges of owning a second property. Whether it's a retirement haven, family retreat, or a source of rental income, make sure to weigh the pros and cons carefully. Dive into our latest discussion on what it takes to join the second-home club, and see if it’s the right move for you. Read more here > https://ow.ly/cigV50RIme0 #HomeBuyingSeason #SecondHome #RealEstateInvestment #PropertyOwnership
Merit Financial Advisors
Financial Services
Alpharetta, GA 2,419 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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🌟 Exciting Insights from WealthManagement.com Edge! 🌟 Yesterday, Kay Lynn Mayhue, CFP®, AEP®, RFC®, President of Merit Financial Advisors, shared her expertise on "The Valuation Equation: Strategies Employed by Leading RIA Acquirers" alongside panelists Ian Wenik, Denitsa Balunis and Jessica Polito. The panel delved into evolving valuations, the impact of debt and interest rates, and key factors influencing these changes. 📈 With 34 successful acquisitions, Merit Financial Advisors is a proven leader in the space. Kay Lynn highlighted that beyond numbers, Merit prioritizes culture and fit when considering potential M&A candidates. These elements are crucial for sustainable growth and integration. Special thanks to: Suzanne Siracuse, Jooliana Krummel, and D. Tyler Vernon, CBEC® #WealthManagement #FinancialAdvisors #MergersAndAcquisitions #BusinessGrowth #RIA #ValuationStrategies
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Join us today as Merit Financial Advisors' President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, speaks at WealthManagement.com EDGE 2024! Don't miss her insights at this premier event, happening today at The Diplomat Beach Resort in Hollywood, Florida. #WMEDGE #InsideETFs+ #WealthStack #RIAEdge
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Protect your legacy with tailored insurance strategies. In an unpredictable world, our dedicated team is here to protect your most valuable assets. Our specialists have a wealth of knowledge in: ☑️ Life Insurance ☑️ Disability Insurance ☑️ Long-Term Care ☑️ Annuities Merit Financial Advisors will guide you reliably through the complexities of insurance. Discover more about our services and schedule a consultation with us by visiting our website > https://ow.ly/oX6q50RECe6 #InsuranceStrategies #ProtectYourLegacy #InsuranceExpertise #PlanForTheFuture
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Happy Mother's Day to all the incredible women who nurture, love, and care for others in so many ways. Whether you're a pet mom, expecting mom, adoptive mom, wish to be mom, step-mom, or any kind of mom, your love and dedication are celebrated today and every day. Thank you for all that you do! 💐❤️ #MothersDay #CelebrateMoms #ForAllMoms
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Did you know professionally managed retirement accounts outperform self-directed ones? https://ow.ly/KY7r50RBX1F At Merit Financial Advisors, we're here to help. Our team offers expert guidance, providing comprehensive, personalized asset allocation and tax strategies tailored to your unique financial goals. Take the next step toward a secure retirement with Merit by your side. 💼💡 #RetirementPlanning #FinancialGuidance #MeritFinancialAdvisors
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Merit Financial Advisors' President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, is speaking at WealthManagement.com EDGE 2024 on May 14th, featuring Inside ETFs+, WealthStack and RIA Edge on May 14th at The Diplomat Beach Resort in Hollywood, Florida! Register now: https://lnkd.in/eqeUve_b #WMEDGE #InsideETFs+ #WealthStack #RIAEdge
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⏰ Today's the day! Join us at 3pm EST for our cybersecurity webinar, "Your Financial Shield: Advanced Cybersecurity Tactics." Don't miss out on expert insights to protect your financial assets! Join us here: https://ow.ly/zwq250Rzx49 #Cybersecurity #Webinar #FinancialProtection
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Merit Financial Advisors reposted this
Representing Merit Financial Advisors at the 2024 Barron’s Advisor Teams Summit here in Las Vegas with my partner Jooliana Krummel. Great event with some of the industry’s best and brightest speakers. Got to catch up with old colleagues and finally met Ray Sclafani in person!
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We are thrilled to have our Wealth Manager and Partner in Williamsport, PA, Darla Wise, take the lead alongside Jessica Bennett, in educating students at the Commonwealth University of Pennsylvania, on financial literacy. Together, they're shaping brighter financial futures for our next generation! #FinancialLiteracy #Education #FutureLeaders