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 co

re 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

Financial literacy starts at home.In our latest blog, Wealth Manager and partner at Merit Financial Advisors, David Elde...
06/15/2026

Financial literacy starts at home.

In our latest blog, Wealth Manager and partner at Merit Financial Advisors, David Elder, shares how to prepare the next generation for financial success, including:

☑️ Teaching kids how to evaluate financial information online
☑️ Understanding their unique “Financial DNA” and money mindset
☑️ Building healthy saving and spending habits early

Small lessons today can make a lasting impact for generations to come.

Read the full blog on our website > https://ow.ly/rwAz50ZbZlz

🏆 We’re honored to be a winner of the 2026 Georgia Fast 40.This recognition reflects the dedication of our team, the tru...
06/12/2026

🏆 We’re honored to be a winner of the 2026 Georgia Fast 40.

This recognition reflects the dedication of our team, the trust of our clients, and the momentum we continue to build together.

CEO Rick Kent was proud to represent Merit at the event alongside Jooliana Krummel, Director of Growth Business Operations, as they celebrated this exciting achievement.

Thank you to everyone who has been part of our journey and contributed to our continued growth.

06/11/2026

What makes advisors choose Merit?

After interviewing eight firms over seven months, Tony found the partner he was looking for—one that helps him better serve clients, support his team, and build a lasting legacy.

In this video, he shares why joining Merit was one of the easiest decisions he made and how it elevated the value he delivers to clients every day.

Watch the video and hear his story.

Learn more on our website: https://meritfinancialadvisors.com/tl-financial-group/

📣 Investing in leadership for the future.Merit Financial Advisors has expanded its executive leadership team with the ad...
06/04/2026

📣 Investing in leadership for the future.

Merit Financial Advisors has expanded its executive leadership team with the addition of Doug Moore as Chief Financial Officer and Sarah Mouser, CFP®, as Executive Vice President of Financial Planning.

Alongside these strategic hires, Merit has also launched a new executive leadership development initiative in partnership with ClientWise, designed to strengthen collaboration, leadership alignment, and long-term growth across the organization.

Together, these investments reflect a continued commitment to supporting advisors, developing talent, and building a scalable foundation for the future.

Read more here:
https://ow.ly/mRBI50Z7He6

📈 Retirement planning becomes more complex as wealth grows.In their latest blog, Kris Maksimovich, CPFA®, CRC®, CRPC®, a...
06/02/2026

📈 Retirement planning becomes more complex as wealth grows.

In their latest blog, Kris Maksimovich, CPFA®, CRC®, CRPC®, and Chris Powers, CFP®, AEP®, explore advanced retirement planning strategies for high-net-worth individuals approaching retirement.

They share practical insights on managing wealth in retirement, from tax planning and income strategies to legacy and estate considerations.

Read the full blog here: https://ow.ly/tYOl50Z6I9U

🎓 529 plans can do more than help pay for college.In recognition of 529 Day, Andrea Zoeller, CFP®, NSSA®, shares how hig...
05/29/2026

🎓 529 plans can do more than help pay for college.

In recognition of 529 Day, Andrea Zoeller, CFP®, NSSA®, shares how high-net-worth families are using 529 plans as part of a broader legacy and wealth planning strategy. From front-loading contributions to new rollover flexibility under SECURE 2.0, these plans continue to evolve beyond traditional education savings.

Andrea also explores qualified expenses families may not realize are covered, strategies for maximizing long-term growth, and why starting early can make a meaningful impact over time.

Read the full blog here:
https://ow.ly/ZY9850Z5CrJ

📰 Featured in The Wall Street JournalKris Maksimovich, Wealth Manager and Partner, was quoted in The Wall Street Journal...
05/29/2026

📰 Featured in The Wall Street Journal

Kris Maksimovich, Wealth Manager and Partner, was quoted in The Wall Street Journal Buy Side article on fair market value and why it plays such an important role in financial planning.

His insights highlight how fair market value impacts everything from wealth transfers and estate planning to divorce settlements and investment decisions, emphasizing the importance of objective valuations and thoughtful planning.

Read the full article here: https://ow.ly/VfMT50Z5C9T

🎓 College planning starts earlier than most people think.A 529 plan can be more flexible than many families realize. Fun...
05/26/2026

🎓 College planning starts earlier than most people think.

A 529 plan can be more flexible than many families realize. Funds can be used for qualified education expenses, grow tax-free, and may even be transferred to another eligible family member if plans change.

Starting early, even with small contributions, can make a meaningful difference over time.

Talk with an advisor to explore how education planning could fit into your long-term financial goals: https://meritfa.com/

In observance of Memorial Day, our offices will be closed as we take time to honor and remember the brave men and women ...
05/25/2026

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.

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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