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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.

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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

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

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.

Estate Planning

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.

Living Trusts

We help develop an understanding of your revocable living trust to grant you control over your assets, allowing easy adjustments and simplifying asset transfer.

Financial Planning

Your goals form the foundation of our personalized financial strategies, designed to help you grow and safeguard your assets for future generations.

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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.

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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.

Private-Sector Professionals

Private-Sector Professionals

We help private-sector professionals plan for their desired financial future as they progress through their careers.

Nearing & Living in Retirement

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<br/>&#38; TSPs

Federal Employees
& TSPs

We understand the challenges facing federal workers and help them optimize their resources, including Thrift Savings Plans.

City Municipal<br/>Workers

City Municipal
Workers

Municipal employees must prepare to withstand unexpected changes in employment while adequately preparing for their future.

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Supporting Your Financial Education

Our carefully selected resources offer the opportunity for you to further your financial education to enhance your confidence and acumen.

Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.
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Contributing to an IRA?

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
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Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.
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Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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