Fee-Only, Fiduciary
Investment Management

Merrill Financial Associates will guide your financial journey towards your long-term wealth goals with transparent communication, strategy, and execution.

Guided by Principles,
Not Products

Merrill Financial Associates will guide your financial journey towards your long-term wealth goals with transparent communication, strategy, and execution.

The areas of our expertise include the following:

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Money
Management

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Retirement
Consulting

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Financial
Advising

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Tax and
Estate Planning

Financial Advisement You Can Trust

Merrill Financial Associates is an independent investment firm with decades of experience providing individuals, estates, and businesses with straightforward financial guidance.

Every recommendation we make must meet our four guiding investment principles:

Number 1

Liquidity

Number 3

Safety and Growth

Number 2

Ease

Number 4

Tax-Minimization

About Our Principles

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Retired couple

Leading You on Your Way to Security and Prosperity

Whether your objective is to reach new financial peaks, realize your dream retirement, or maintain your lifestyle, Merrill Financial Associates is committed to helping you conserve and create wealth.

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