The MERC approach to wealth planning means developing a relationship and a strategy based on your own personal values.
The Experienced MERC Capital Financial Team
Meet the financial professionals at MERC Capital. Our DC native team shares a combined 75 years of strategic experience that has helped us develop into a cohesive team of knowledgeable, trustworthy advisors who take a thoughtful approach to your financial journey. Our process works to help simplify complex issues and address your financial concerns.
Simplifying Complex Concerns
MERC Capital is a financial services practice helping you achieve your goals using an education-forward, confidence-building approach to help enable your financial strategy. Our local roots and generational perspective help 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 wealth planning. We believe that time spent developing a genuine rapport with you will enhance the quality of our advice. 
Targeted Strategies for Every Goal
Our complete array of services to help meet every challenge you encounter on your financial journey.
Estate Planning Strategies
We are committed to helping you formulate and achieve your desired legacy by simplifying the protection and distribution of your assets.
Retirement Strategies
Our retirement strategy evaluates the resources you have and helps you enhance your preparedness for enjoying your ideal retirement.
Investment Planning
Your goals form the foundation of our personalized investment strategies, designed to help you grow and to preserve your assets for future generations.
Working to Address Investment Needs at Each Stage
Our comprehensive range of services is designed to help address obstacles you may encounter during your financial journey.
Private-Sector Professionals
We help private-sector professionals plan for their desired financial future as they progress through their careers.
Nearing & Living in Retirement
Planning for a confident retirement is part of an overall approach to financial health. We can help elevate your preparedness.
Federal Employees
We understand the challenges facing federal workers and help them optimize their resources.
City Municipal
Workers
Municipal employees must prepare to withstand unexpected changes in employment while adequately preparing for their future.
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1Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost.
2Variable annuities are long-term investments appropriate for retirement funding and are subject to market fluctuations and investment risk. Guarantees are based on the claims-paying ability of the issuing insurance company. Guarantees apply to minimum income from an annuity; they do not guarantee an investment return or the safety of the underlying funds.