Bill Spalding Wealth Management
Bill Spalding Wealth Management Joins Forces with Merit Financial Advisors Effective April 11, 2025.
We are excited to announce the next phase of our firm, the merger of Bill Spalding Wealth Management and Merit Financial Advisors. Our same team, local office, and resources are here for you, but now include expanded support and services. We are dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your partnership, and look forward to serving you for years to come! Connect with our team here or call us at 404.255.3331.
About Bill Spalding Wealth Management
Bill Spalding Wealth Management was founded on principles of ethical and responsible portfolio design combined with personal high-level service. Creating an unbiased, academically rooted investment approach, clients are guided through all the stages of life decisions with comfort and confidence. Every tailored solution is designed to fit the unique needs of each client. By fulfilling the role of unbiased consulting and advice, our core culture is that the client comes first in all aspects of the relationship.
We are a privately held investment firm dedicated to being faithful, trusted, and dependable. We offer our clients a full range of services, including specialized money management, portfolio design based on needs, donor-advised funds, insurance reviews, and access via referrals to wills, trusts, and estate work.
About Merit
Merit is your trusted financial partner, providing the support you need to navigate life’s challenges, transitions, and victories.
We are committed to providing holistic financial planning and wealth management solutions, prioritizing deep relationships, and implementing solutions that help you achieve your financial goals.
We seek to enrich your life by striving together toward financial freedom, wellness and confidence in decision making.
Resources
We’re here to guide you in enhancing and preservation your wealth. Through innovation, we leverage the right tools, resources, and solutions to best serve you. With a wide range of resources focused on financial education and tips, powered by leading-edge technology and cybersecurity, and a robust website with calculators and market updates, we can help you gain further insight into your financial plan.
