Merit Financial Advisors

We’re feeling extra grateful this Thanksgiving season! ??? At Merit Financial Advisors, we’re thankful for our clients, team, and community who make everything we do possible. Please note that our offices will be closed on Thursday and Friday to celebrate and spend time with our loved ones. Wishing you a warm and joyful holiday filled with family, friends, and gratitude. ???? Kay Lynn Mayhue, Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #HappyThanksgiving #Gratitude #Thankful #MeritFinancialAdvisors

Caring for an aging loved one? It’s a journey filled with challenges, but you don’t have to face it alone. In Part 2 of our Family and Behavioral Dynamics Series, Wealth Manager Kelly Gallimore, ChFC?, CES? shares her personal journey and practical insights to help you navigate the caregiving transition with confidence and compassion. In this video, Kelly discusses key steps like fostering open communication within your family, aligning on roles and responsibilities, and addressing unique needs. She also highlights the importance of practical planning to ensure a smooth and thoughtful transition. ?? Watch the video now to learn how to navigate this transition with clarity and care: https://ow.ly/npCl50Uf4vV Kay Lynn Mayhue, CFP?, AEP?, RFC?, Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #MeritMoneyMatters #CaregivingTransition #FamilyPlanning #FinancialInsights

Ready to guide your young adult through life’s next big steps? Wealth Manager Kelly Gallimore, ChFC?, CES? kicks off Part 1 of our Family and Behavioral Dynamics Series, sharing key strategies for navigating the transition from college to career with confidence. ?? Teach budgeting skills ?? Utilize workplace benefits ?? Protect their nest egg with insurance ?? Plan ahead with estate documents Helping your kids succeed means preparing them to thrive independently while protecting yourself, too. ?? Watch the video now for practical tips on budgeting, insurance, and preparing for the future. https://ow.ly/BQZv50Uf9i8 Kay Lynn Mayhue, CFP?, AEP?, RFC?, Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #MeritMoneyMatters #FinancialPlanning #YoungAdults #BudgetingTips

??? Long-term care planning doesn’t have to be overwhelming. In Part 3 of the Long-Term Care series, Marcus Anderson CFP? CIMA? AIF? dives into the four key ways to cover the costs of long-term care: ?? Personal savings ?? Government programs ?? Traditional long-term care insurance ?? Hybrid policies Discover the pros and cons of each approach and learn how early preparation can help protect your financial future. ?? Watch the video below and take charge of your legacy today. ?? https://ow.ly/1g0s50UcQVO Kay Lynn Mayhue, CFP?, AEP?, RFC?, Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #MeritMoneyMatters #FinancialPlanning #LongTermCare #PlanAhead

?? This Thanksgiving, our Founder and CEO, Rick Kent, and President, Kay Lynn Mayhue, CFP?, AEP?, RFC?, share a special message of gratitude for our incredible clients and partners. Your trust and support have made this year’s success possible, and we are truly thankful to have you as part of our journey. Watch the video to reflect on our milestones and join us in celebrating a season of joy, peace, and prosperity. From all of us at Merit Financial Advisors, Happy Thanksgiving, Happy Holidays, and here’s to a bright year ahead! ?? John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #ThanksgivingMessage #Gratitude #MeritFinancialAdvisors

Our partnership with Merit Financial Advisors is a key step in expanding access to advanced digital estate planning solutions for advisors and their clients. As our co-founder and Chief Partnership Officer, Tim White shared: "The partnership provides Merit advisors with advanced estate planning digital resources, enabling them to more fully service their clients and enhance their practices. It’s also further validation of the work we are doing to expand our platform and deliver estate planning services that advisors want and need." Merit’s Head of Financial Planning, Joe Cilley, CFP?, echoed this excitement, highlighting how this integration enriches their mission of creating the ultimate client experience. Estate planning remains one of the most significant opportunities in wealth management, with $84 trillion expected to change hands globally over the next decade. At wealth.com, we’re committed to innovation — from AI-driven tools to scalable technology — to ensure advisors are equipped to support clients at every level. This is just the beginning, and we can’t wait to see what the future holds. Check out the latest ThinkAdvisor article here: https://lnkd.in/grJMfXyC

?? Exploring your long-term care options? In part two of our series, Marcus Anderson CFP? CIMA? AIF?, Partner and Wealth Manager at Merit Financial Advisors, breaks down essential information about caregiving services, facilities, and costs you need to know. Here’s what you’ll learn: 1?? Caregiving at Home: Respite care, adult daycare, homemaking services, and home health aides. 2?? Facility Options: Assisted living, nursing homes, and hospice care for varying levels of support. 3?? Costs to Consider: From homemaking services to private nursing care, planning ahead is key. ?? Get the full details: Watch the video and start planning for the future: https://ow.ly/Os7y50UaSkB Kay Lynn Mayhue, CFP?, AEP?, RFC?, Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #MeritMoneyMatters #FinancialPlanning #LongTermCare #RetirementPlanning #Caregiving #MeritFinancialAdvisors

?? The November Market Update is here! Chief Investment Officer Brian Andrew, CFA?, unpacks the latest market trends, from post-election fiscal policy shifts to the Fed's recent rate cut, and what they mean for your investment strategy as we head into 2024. ?? Watch the video below to stay informed and prepared for what’s ahead! https://ow.ly/gtp050UaRxg Kay Lynn Mayhue, CFP?, AEP?, RFC?, Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Doug Baxley, Tait Lane #MarketUpdate #FinancialPlanning #InvestmentStrategy #WealthManagement #EconomicTrends #MeritFinancialAdvisors

Our President, Kay Lynn Mayhue, CFP?, AEP?, RFC?, was featured in a Financial Planning article by Tobias Salinger, discussing how consolidation is testing fiduciary duty in the RIA industry. Kay Lynn shared how Merit's strategic growth through 28 acquisitions has doubled client assets to $13 billion while delivering significant benefits, including fee savings, enhanced technology, and expanded services. Her leadership has been instrumental in driving these advancements, reflecting Merit's dedication to innovation and client success in the ever-evolving wealth management industry. Read the full article here: https://ow.ly/CUI650Uar4M Rick Kent, John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #MeritFinancialAdvisors #FinancialPlanning #RIA #WealthManagement #Leadership

Exciting news! ?? Wealth.com has partnered with Merit Financial Advisors, one of the nation’s leading wealth advisory firms and InvestmentNews' 2024 RIA Firm of the Year, to deliver advanced estate planning technology to high-net-worth clients. With nearly $9 billion in assets and over 16,000 clients, Merit is a leader in wealth management. Through this partnership, Merit’s advisors can now seamlessly incorporate wealth.com's comprehensive estate planning tools into their services. As Joe Cilley, CFP?, Head of Financial Planning at Merit, puts it, “This partnership represents a powerful combination of our decades of experience and the best in tech-enabled estate planning.” Together, we’re setting a new standard in tech-driven estate planning, helping secure financial futures for generations to come! ?? ?? Learn more here: https://lnkd.in/gRRjXYvp