Good People Serving Other Good People.
The MERC approach to financial planning means developing a relationship and a strategy based on your own personal values.
Let’s Get to Know One Another.
You might be surprised that our initial questions aren’t about what you earn or have in the bank but rather your life’s story and goals.
Simplifying Complex Concerns
MERC Capital is a fiduciary financial services firm helping you achieve your goals using an education-forward, confidence-building approach to your financial strategy. Our local roots and generational perspective enable us to leverage our expertise and effective processes to provide a comprehensive blueprint that works for you.
Taking the Long-Term View
We employ a long-term approach to financial planning. We believe that time spent developing a genuine rapport with you will enhance the quality of our advice. We offer a full range of financial, legal, and tax services so we can help you build the confidence to navigate changing economic forces as you pursue your ideal financial objectives.
Targeted Strategies for Every Goal
Our complete array of services will meet every challenge you encounter on your financial journey.
Fostering Your Financial Confidence
Our thoughtfully chosen calculators provide you with the chance to advance your financial knowledge, boosting your confidence and expertise in financial decisions.
Working to Address Financial Needs at Each Stage
Our comprehensive range of services is designed to help address any obstacle you may encounter during your financial journey, no matter what situation you are in.
Supporting Your Financial Education
Our carefully selected resources offer the opportunity for you to further your financial education to enhance your confidence and acumen.