MERC Capital is a multi-disciplinary financial services firm based in Metropolitan Washington, DC and Baltimore. We are cross-trained and strive to be proficient in risk management, income and estate tax strategies as well as complex wealth management issues.

With two decades of financial experience and tax strategies with a multitude of diverse clients ranging from CEO's, business owners, foundations, attorneys, professionals, executives, entrepreneurs, parents, grandparents, domestic partners, widows and retirees.

Our customized investment programs are individually designed to address your financial needs while helping to pursue your long-term financial independence. We Plan, Develop, Implement and Advise on any level of financial interest, while integrating both estate and tax strategies into your financial program.

We encourage you to explore our website and become familiar with our financial services and investment resources. Should you have any questions or would like more information on our firm, you may reach us by calling 410-902-0000 or We look forward to hearing from you and assisting with your financial needs.

Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.

Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.


We offer a free initial, no obligation consultation. To prepare you for our meeting, please fill out the form here.