Raising the Standard of
Independent Investment Firms
You have financial goals and timetables that make you unique. Merrill Financial is here to listen to your needs and develop a financial strategy that can help you realize those ambitions. As a fiduciary and fee-only financial service provider, our number-one objective is to do what is best for you.
Because the financial advisors at Merrill Financial are fiduciaries, we are required to act in your best interest. We do so by continually striving to earn your trust by exercising integrity and sound judgment, which includes the following:
Being honest with clients
Avoiding conflicts of interest
Providing acknowledgment of all material facts
Safeguarding the client’s assets
We know you have many important endeavors. Our fiduciary services are designed to provide you with confidence and results so you can focus on what matters most. Our qualified experts are equipped with the skills and experience necessary to make the best financial decisions, mitigating your risk and liability.
“Being a fiduciary means that you put the interests of your clients first. All financial planning and investment recommendations . . . should be made only with the client’s best interests in mind.”
— Roger Wohlner, TheStreet
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