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News
August 2026 Market Update
Markets continued to navigate competing signals in August as economic growth showed signs of slowing while inflation continued to ease. Despite concerns about softer job growth, weaker retail spending, and ongoing geopolitical uncertainty, stocks remained
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Trump Accounts vs 529 Plans: Practical Advice for Parents Saving for College
By Mark Fried, Wealth Manager, Partner, Merit Financial Advisors College is expensive, but the real cost often extends beyond tuition alone. Those stroking the check must also factor in housing, food, books, transportation, and personal expenses, which ca
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Merit Financial Advisors Partners with Bell Financial, Adding Second Office in Michigan
ATLANTA, GA - August 25, 2026 - Merit Financial Advisors (
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Social Security Strategies: How to Help Maximize Your Retirement Income
By Andrea Zoeller, CFP, NSSA, Area Director, Wealth Manager, Partner, Merit Financial Advisors Without Congressional action, significant reductions to Social Security are imminent. Most Americans are unprepared for these changes. The 2026 NFP U.S. Retirem
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Sequence of Returns Risk: The Retirement Concern You've Never Heard Of
By Kate Redden, CFP, ChFC, CKA, Vice President of Client Experience, Wealth Manager, Partner, and Brian Andrew, CFA, Chief Investment Officer The strength of your retirement account depends not only on your contributions during your career, but also on th
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The Path to Financial Independence: Lessons Learned from Nearly Five Decades as a Financial Advisor
By Randy Kim, ChFC, AIF, Wealth Manager, Merit Financial Advisors In nearly five decades as a financial advisor, I have observed that despite significant changes in products, markets, and strategies, the most important financial outcomes often result from
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The Death of the Traditional Marketing Funnel (and What Advisors Should Do Instead)
Awareness. Interest. Desire. Action. This is the dependable course most businesses follow when building out their marketing strategies. While the traditional marketing funnel may be a good fit for businesses across many industries, financial advisors need
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Why Building a Smart Financial Plan Will Prepare You for Your Second Home
By Trey Grissom, CFP, Branch Director, Partner, Merit Financial Advisors If you're thinking of buying a second home for investment purposes or for your own enjoyment, you're not alone. The idea of a getaway or an income-generating asset is appealing for m
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June 2026 Market Update
In our June 2026 market update, Merit Financial Advisors' Chief Investment Officer Brian Andrew, CFA, breaks down the key forces shaping today's market outlook, including a resilient U.S. economy, stubborn inflation, and rising expectations for a higher-f
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How High-Net-Worth Families Can Raise Financially Literate Children
By David Elder, CFP, CEPA, Wealth Manager, Partner, Merit Financial Advisors While Generation Z is referred to as "digital natives", unfortunately, they are less likely to be financially illiterate. According to the P-Fin Index, Gen Z has the lowest level
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Tech stack
Technologies named in job postings at Meritfinancialadvisors over the last 12 months, by layer, with the share of postings for each.
Technologies in use
1
Postings analysed
3
Stack modernity
43/100
Developer tools
Microsoft Excel
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Growth
Hiring Momentum
28/100
Slowing
Open positions
18
0 opened / 0 closed in 30 days
ATS activity
Every ~9 hours
Today
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Field & Service
40% ▼
Finance
20% ▲
Administrative
13% ▲
Operations
13% ▲
Analytics
7% ▲
Customer Success
7% ▲
Offices
Where the company hires and what each office is for
Cities
11
Hiring now
10
Countries
1
Busiest office
Alpharetta
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Headquarters
Builds here
Office with open vacancies
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Frisco
United States
HQ
Alpharetta
United States
Corporate office
7 open roles 7 posted in 90 days 14% engineering 14% remote
hires for Finance, Operations, Administrative
Marietta
United States
Plant / site
3 open roles 3 posted in 90 days
hires for Field & Service, Administrative
Chicago
United States
1 open roles
hires for Finance
San Antonio
United States
1 open roles 1 posted in 90 days
hires for Field & Service
Albany
United States
1 open roles
hires for Finance
Tacoma
United States
1 open roles 1 posted in 90 days
hires for Field & Service
Deerfield
United States
1 open roles 1 posted in 90 days
hires for Field & Service
Livingston
United States
1 open roles 1 posted in 90 days
hires for Customer Success
Manitowoc
United States
1 open roles 1 posted in 90 days
hires for Field & Service
Hershey
United States
1 open roles
hires for Finance
Jobs
≈ $79k – $153k per year (Estimated) • Hybrid • Full-Time • 7+ years exp • Bachelor's Degree • Alpharetta
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