Are You Seeking Competent, Objective Financial Advice You Can Trust?
Merit Financial Partners can help you every step of the way.

WELCOME


If you are seeking objective, competent financial advice you can trust, you have come to the right place. Whether you seek:

  • Wealth Management / Investment Management
  • Financial Advice: hourly or project-based
  • Retirement Planning
  • Divorce Financial Planning and Analysis
Now you have an advocate. Someone who is on YOUR side and who takes the time to understand what YOU need. We are fiduciaries who strive to understand your financial goals, needs and concerns so that we can give you advice tailored just for you.

WHO WE ARE


Founded in 2006, Merit Financial Partners, LLC is an independent Fee-Only financial planning and Registered Investment Advisory firm with offices in New York City and Westport CT. We are Certified Financial Planners and fiduciaries who specialize in providing investment management and financial planning services to individuals and families. As independent Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, 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.

You may choose to engage our firm to implement investment strategies recommended in your financial plan. We pride ourselves on providing you with personal, reliable ongoing advice on your investments and financial planning concerns. We are committed to a fiduciary standard; we are bound to place clients’ interests above that of the firm.

Contact us today to see how easy it is to get started.

"Plan for your future because that's where you're going to spend the rest of your life."

- Mark Twain

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 information in this web site is designed to provide a general overview of 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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.