WELCOMEIf you are seeking objective, competent financial advice you can trust, you have come to the right place. Whether you seek:
| WHO WE AREFounded 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 WORKFirst, 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