Merit Financial Advisors

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Is your trust out of date?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

Questions to ask before you file your taxes 📁 In this blog, Joe Cilley, CFP®, Vice President of Financial Planning, outlines five practical questions to consider before submitting your return. Read the full blog here: ow.ly/3oox50Yl2Uf

📍 New Location! Merit Financial Advisors is proud to share the opening of our Bozeman, Montana office. 🌟 Learn more about our Bozeman location: ow.ly/zGhO50Yh2ZL #BozemanMT #NewLocation #WealthManagement #FinancialPlanning #MeritFinancialAdvisors #PlanWithMerit

🇺🇸 In observance of President’s Day Our offices are closed today as we recognize the holiday. We will resume normal business hours tomorrow and look forward to connecting then. #PresidentsDay #OfficeClosed #MeritFinancialAdvisors

Tax decisions made today shape financial outcomes for years to come. This blog looks beyond filing deadlines and into the long-term decisions that shape after-tax outcomes over time > ow.ly/mN2M50Ycj8t #TaxPlanning #LongTermStrategy #WealthManagement

📊 In our latest market video, Brian Andrew, CFA® recaps 2025 and shares top 2026 themes—AI, Fed policy, tariffs & valuations. Watch now for insights on quality, diversification & long-term strategy: ow.ly/qpUP50Y96Yl #MarketUpdate #WealthManagement #InvestmentStrategy