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Orlando-area financial planning firm acknowledged for exemplifying the entrepreneurial vision and innovation essential to Florida’s economic vitality.

 MAITLAND, FL (October 30, 2025) — Merit Wealth Advisors has been identified by GrowFL, a statewide organization supporting growth-minded businesses, as one of Florida’s standout second-stage companies demonstrating exceptional performance and forward-looking leadership.

Financial wellness is more than just the value of your portfolio. It’s about having clarity, comfort and confidence in every area of your financial life — from your day-to-day decisions to your long-term vision.

A half-million-dollar portfolio is a major accomplishment. Reaching this milestone is a reflection of your consistent effort, discipline and long-term mindset. But as your wealth grows, so does the complexity of managing it. And that may mean it’s time to level up your financial strategy. Here are five key areas to consider as you navigate the next stage of your financial growth.

Wealth can create opportunities and help build enduring legacies — but it doesn’t come with a manual. Even the most financially successful people can fall into traps that quietly erode their wealth over time.

For many entrepreneurs, their business is their greatest asset. It’s where they invest the majority of their time, money and energy — and that can sometimes come at the expense of other financial priorities.

A Roth Individual Retirement Account (IRA) can be a powerful tool for anyone looking to minimize their tax burden during retirement. Unlike traditional IRAs, where contributions are tax-deductible, Roth IRAs are funded with after-tax dollars. They also give you a wide range of investment options, including stocks, bonds, mutual funds and ETFs, allowing you to tailor your portfolio to your risk tolerance and retirement goals.

When thinking about retirement, one of the first questions most people ask is, “How much will I receive in Social Security?” Luckily, there’s an easy way to get a “sneak peek” at your estimated benefits. On the Merit Wealth Advisors website, you can access a Social Security Quick Calculator, which provides an estimate in seconds simply by entering your date of birth, current earnings and desired retirement age. This tool is a great starting point because of its simplicity and speed, but it’s not the whole story.

The start of a new year is the perfect time to set fresh goals and refocus your financial strategy. Whether you’re working toward saving for retirement, paying down debt or building an investment portfolio for your dream lifestyle, having a clear plan can help you stay on track. Here are 10 resolutions to help set your financial priorities in motion for 2025.

With 2024 drawing to a close, we at Merit Wealth Advisors want to extend our warmest holiday wishes to you and your family. This time of year provides an opportunity to reflect on past accomplishments, express gratitude for the trust our clients have placed in us and look toward some exciting new horizons. With that in mind, we’re thrilled to share a major development in our company’s journey.

The number of 401(k) millionaires hit a record high of 497,000 in Q2 2024, according to a Fidelity Investments retirement analysis. At the same time, the Federal Reserve Bank of New York reports that household debt grew by 4.3% year-over-year from Q2 2023, also reaching unprecedented levels.

Honshu Island, approximately 60 miles southwest of Tokyo, is renowned for its symmetrical snow-capped peak, Mount Fuji. Standing as Japan’s highest mountain at more than 12,000 feet, the towering formation is celebrated for its cultural and spiritual significance, attracting adventurers from across the globe.

Yellowstone National Park is home to some of the world’s most breathtaking natural wonders — but it’s also a natural classroom for investment lessons.

Legacy is more than the assets you accrue during a lifetime and leave behind. It’s the lasting impact you can have on loved ones and the shared experiences that will live in their hearts long after you’re gone.  

Navigating life’s significant milestones is a journey filled with excitement, change, financial opportunities — and sometimes unexpected challenges. From getting your first job to retiring after a long career, each milestone presents unique considerations.

In the world of financial planning, emergency funds are typically seen as a safety net for life’s unexpected turns — for when the car breaks down or the roof needs a repair.  But from a wealth management perspective, an emergency fund plays another important role:

You've poured your heart and soul into building your company, creating a vibrant enterprise that’s now generating a steady profit. But how can you turn that business into a significant, saleable asset that can offer true financial freedom and help fund your retirement — or a third act?

With heightened inflationary pressures, escalating housing costs and rising food prices, debt has become an unavoidable reality for many these days.

Feeling apprehensive as an investor is only natural. Market cycles are filled with ups and downs, and these shifts can trigger a wide range of emotions.

Against a rapidly changing economic backdrop, Gen Xers — those born between 1965 and 1980 — have encountered numerous stumbling blocks on the road to retirement.

Planning for how and when you’ll retire — and the financial resources you’ll need — is of course crucial. But what about all the exciting things you want to do before you reach your golden years?

In the world of business, unexpected events can throw even the most established enterprises off course.  Watch the video here.

The holiday season can bring joy to our hearts, warmth to our homes — and a flurry of events to our calendars.  Watch the video here.

Medicare is an essential program for millions of older Americans, but navigating the maze of available plans and options can feel daunting.  Watch the video here.

These are challenging financial times for many investors as they grapple with rapidly changing economic conditions that impact both markets and pocketbooks.  Watch the video here.

Cash positions are “enjoying” a little more attention these days since the recent collapse of two regional financial institutions: Signature Bank and Silicon Valley Bank.  Watch the video here.