If you are seeking objective, competent advice you can trust, you have come to the right place. Whether your seek:
We Merit Your Trust
Who We Are
Merit Financial Partners, LLC is a Fee-Only financial planning and Registered Investment Advisory firm with offices in New York City, Westport, and Stamford, CT. We specialize in providing hourly, as-needed financial advice and tax planning services to individuals and families. As Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.
How We Work
First, we talk. We get to know each other and lay out a foundation to move forward. We will ask you what your goals are, your attitudes about money, your life stage, financial obligations, and more. After your initial consultation, we will recommend a suitable plan or customized package to help you to reach your goals. We offer several easy to proceed ways to help you get on track - fast. Then, we get going. In most cases, we can complete our work with you in just a couple of weeks. You get a written analysis of your current situation along with a recommended roadmap how to get to where you want to be.
Contact us today to see how easy it is to get started.
All written content on this site is for information purposes only. Merit Financial Partners, LLC is a Registered Investment Advisor providing fee-only investment advice and guidance, and full-service financial planning. The firm is registered in the States of New York and Connecticut. The information in this web site is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publishers, and host are not providing legal, accounting, or tax advice, or advice specific to your situation. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Connecticut. We are legally empowered to provide financial advisory services only to residents of Connecticut and on a very limited basis to individuals in some other states.