PHOENIX — As you plan your financial future, the three-bucket approach has emerged as a strategy that will help manage short-term, medium-term and long-term financial goals. Diversification is a key ...

ATLANTA, April 29, 2025 /PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for ...

Merit Financial Advisors, a Georgia-based wealth management firm, has announced its acquisition of Safeguard Wealth Management, adding $597 million in assets and enhancing its digital marketing ...