Merit Financial Partners has the experience and competence to guide you toward whatever financial goals you have, like planning your retirement, buying a new home, affording college, or minimizing your tax burden. Our services include:

  • Spending Versus Saving Decisions (Budgeting)
  • Divorce Financial Planning
  • Retirement Income Planning
  • Portfolio Distribution Planning
  • Investment Advice
  • Second Opinion on a Current Portfolio
  • Insurance Needs Assessment and Policy Analysis
  • College Planning
  • Tax Planning
  • Estate and Gift Planning

You can either choose one of our financial planning packages or engage us on an hourly basis at our hourly rate of $200 or  $275/hr depending on the advisor, without any longer term commitment. We are one of the very few financial planning firms in the Fairfield County area that provides this much-needed unbiased, service.

Please contact us to set up an initial consultation.