Merit Financial Partners
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  • Home
    • Client Login
    • Client Registration
  • Financial Planning Packages
    • College Planning
    • Comprehensive Financial Plan
    • Retirement Road Map
    • The Bottom Line Planning Package
    • Asset Allocation/Portfolio Review
  • Services
    • Financial Planning Services
    • Divorce Financial Planning
    • Investment Management
    • Ongoing Advisory Service
    • Premium Ongoing Advisory Service
    • Tax Advice and Preparation
    • Gift Certificate
  • Get Started
    • Client Portal
    • Confidential Questionnaire (Online)
    • Confidential Questionnaire (PDF)
    • Risk Profile Questionnaire
    • ADV2 Brochure
    • Customer Relationship Summary
    • Privacy Policy Statement
    • CFP Code of Ethics and Professional Responsibility
    • Document Check List
  • About
    • Michael Terry, CFP®
    • Elizabeth Cox, CPA, CFP®
    • Hrefna S. Martin, CFP®, EA
    • Melissa Adams, CFP®
  • Payment
    • Pay Now
    • Premium Ongoing Advisory Service Sign Up
    • Ongoing Advisory Service Sign Up
    • Gift Certificate
  • Contact
  • Search

About Us

Home About Us
  • Michael Terry CFP®
  • Elizabeth Cox CFP®, CPA
  • Hrefna Martin CFP®, EA
  • Melissa Adams CFP®
We Merit Your Trust

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.

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