In observance of Juneteenth, our offices will be closed on Friday, June 19. As we recognize Juneteenth, we join in honoring a day of reflection, remembrance, and celebration. We will resume normal business hours on Monday, June 22. #Juneteenth #MeritFinancialAdvisors

In observance of Memorial Day, our offices will be closed as we take time to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. We wish everyone a safe and meaningful holiday.

🏆 Honored in BRAVA Magazine’s Raves & Faves Merit Financial Advisors was recognized as a Readers’ Choice Winner in the Professional Services category for Tax Preparation > ow.ly/kWN050Z0cwb #BRAVA #RavesAndFaves #TaxPreparation #WealthManagement #MeritFinancialAdvisors

Our offices are closed today in observance of Good Friday. We look forward to reconnecting and assisting you on Monday, April 6. #GoodFriday #OfficeClosed

Daniel Estrada, Wealth Manager, was featured in Investopedia on home-related tax breaks retirees often miss and how rising standard deductions can reduce the value of mortgage interest write-offs. Read more: ow.ly/SRJm50YCo0w #Investopedia #TaxPlanning #RetirementPlanning

In this month’s update, Brian Andrew discusses how geopolitical tensions and rising energy prices are influencing markets. Watch the full update here: ow.ly/QrEL50YBfo1 #MarketUpdate #WealthManagement #InvestmentStrategy #BrianAndrewCFA #MeritAdvisors

9 years in a row! Merit has once again been named one of InvestmentNews’ Best Places to Work for Financial Advisors in the U.S.🎉 Grateful for a team that continues to raise the bar. 🚀 #BestPlacesToWork #MeritFinancialAdvisors #RIA

This week’s Women’s History Month spotlight features Hollis Hardiman, CDFA®, Wealth Manager and Partner > ow.ly/E9T950YvB06 #WomensHistoryMonth #WomenInFinance #MeritFinancialAdvisors

Spring is a good time to review your portfolio. Matthew Morzy, MBA, CFP®, explains how rebalancing can help ensure your investments still align with your goals, risk tolerance, and long-term strategy. Read more: ow.ly/u1bF50YvAP9

This week’s Women’s History Month spotlight features Baylee Bryant, CFP®, Wealth Manager. Baylee’s interest in finance began with a curiosity about how money moves and why people make the financial decisions they do > ow.ly/xsiN50YuJ8z #WomensHistoryMonth #WomenInFinance

Chrissy Lee, Chief Operating Officer will join Suzanne Siracuse, Rita Robbins, and Christy Hansard for the panel “AI, Automation and Adoption: Tech Powering Successful Advisory Practices.” Register here: t3conferences.com/ #T3Conference #MeritFinancialAdvisors

March is Women’s History Month, and we’re continuing our weekly spotlight with Wealth Manager and Partner, Emily Boothroyd, JD, CFP®, CPWA® Read more about the women of Merit here: ow.ly/WEb650Yr3Br #WomensHistoryMonth #WomenInFinance #MeritFinancialAdvisors

Merit leaders taking the stage at Future Proof Citywide 🎤 Kay Lynn Mayhue, President, and Brian Green, Chief Product Officer, will join the conversation on how AI is being used inside a fast-growing RIA > ow.ly/u3u050Yr3zZ #FutureProof #AIinWealth #RIA #WealthManagement

Today we celebrate the people who make Merit possible. Our team’s dedication and expertise drive the work we do for clients and communities nationwide. Grateful for nearly 400 teammates across 60 locations. #EmployeeAppreciationDay #TeamMerit #MeritFinancialAdvisors

Is your trust out of date? Emily Boothroyd was featured in Barron’s on why older A/B trusts may create unintended tax consequences under today’s higher estate tax exemptions. A review can help ensure your plan reflects current law. Read more: ow.ly/fQyr50Yop3s

Nearly 80% of women made a financial change last year. Baylee Bryant, CFP®, CDFA®, shares how intentional planning can support longer lifespans, career pauses & evolving income paths. Read more: ow.ly/jX0y50Yop1x #WomensWealth #FinancialPlanning #WealthManagement

March is Women’s History Month, and we’re proud that 50% of Merit is female. We’re kicking off our weekly spotlight with Chrissy Lee, Chief Operating Officer. Her leadership was shaped by a mentor who modeled confidence without ego > ow.ly/h3ZM50Yo1Ak

🏆 InvestmentNews Top Financial Professionals 2026 We’re proud to share that six Merit advisors were named to the InvestmentNews Top Advisors list for 2026 . View the full list here: ow.ly/V5fM50Yn24b #InvestmentNews #TopAdvisors #WealthManagement #Leadership

President, Kay Lynn Mayhue, and Chief Product Officer, Brian Green, will take the stage at Future Proof Citywide to share a real-world case study on how AI is being used across the firm > ow.ly/WlFe50YmNxI #FutureProof #AIinWealth #WealthManagement #RIA #Leadership

February 2026 Market Outlook: Brian Andrew covers renewed volatility, moderating inflation (CPI 2.4%), and rotation away from mega-cap tech. Watch for insights on rates, bonds & diversification in 2026 > ow.ly/89H150Ymv82 #MarketOutlook #InvestmentStrategy #Wealth