Merit Financial Advisors

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

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

09/30/2026

September Market Update with CIO Brian Andrew, CFA® 📊

Markets faced a shift in September as the Federal Reserve raised interest rates for the first time in three years. In this month’s update, Brian Andrew discusses the economic data behind the Fed’s decision, persistent inflation, rising Treasury yields, and what a higher-rate environment could mean for investors.

He also explores continued strength in AI and technology, growing investor selectivity, and what the upcoming earnings season could signal for markets moving forward.

📲 Watch the full September market update here: https://meritfinancialadvisors.com/blog/september-2026-market-update/

09/29/2026

After 33 years in the industry, Paul Pradel is still focused on what comes next for his clients.

For Paul, exceptional service means never becoming complacent. It means continuing to go the extra mile, strengthening the resources available to clients, and finding new ways to deliver an even better experience as their needs evolve.

That commitment to long-standing relationships and always looking ahead is what continues to drive his enthusiasm for the work.

Hear more from Paul on what’s ahead for the client experience at Merit: https://meritfinancialadvisors.com/

We’re proud to have Merit leaders and advisors nominated for the 2026 NAPA Top Women of Excellence, recognizing women ma...
09/28/2026

We’re proud to have Merit leaders and advisors nominated for the 2026 NAPA Top Women of Excellence, recognizing women making an impact across the retirement industry.

Now is your chance to show your support! While the final honorees will be selected by a panel of judges based on their applications, you can cast your vote for this year’s nominees. Voting closes tonight!

🗳️ Vote here: https://www.research.net/r/TopWomenVoting

Congratulations to all of this year’s nominees!

Our Pennsylvania teams have been busy connecting with the communities they serve!In McElhattan and Lock Haven, Darla Wis...
09/25/2026

Our Pennsylvania teams have been busy connecting with the communities they serve!

In McElhattan and Lock Haven, Darla Wise continued a tradition of nearly 15 years by attending the First Quality Wellness Fair, connecting with employees and supporting an event she looks forward to each year.

Meanwhile in Lancaster, George Kegerreis and Curt Zimmermann attended the PA State Police Retirees Association Annual Meeting, spending time with members of the organization and connecting with the community.

We’re grateful to have advisors across Pennsylvania who continue to show up, build relationships, and stay involved in the communities they call home.

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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