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.
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.
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.
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.
Our complete array of services will meet every challenge you encounter on your financial journey.
We are committed to helping you formulate and achieve your desired legacy by simplifying the protection and distribution of your assets.
Our retirement strategy evaluates the resources you have and helps you enhance your preparedness for enjoying your ideal retirement.
We help develop an understanding of your revocable living trust to grant you control over your assets, allowing easy adjustments and simplifying asset transfer.
Your goals form the foundation of our personalized financial strategies, designed to help you grow and safeguard your assets for future generations.
Our thoughtfully chosen calculators provide you with the chance to advance your financial knowledge, boosting your confidence and expertise in financial decisions.
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.
We help private-sector professionals plan for their desired financial future as they progress through their careers.
Planning for a confident retirement is part of an overall approach to financial health. We can help elevate your preparedness.
We understand the challenges facing federal workers and help them optimize their resources, including Thrift Savings Plans.
Municipal employees must prepare to withstand unexpected changes in employment while adequately preparing for their future.
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.
Our carefully selected resources offer the opportunity for you to further your financial education to enhance your confidence and acumen.