Raising the Standard of
Independent Investment Firms

Fiduciary financial planning

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

Schedule an appointment today

Send a message

Call our office