Our Mission Statement


MERC Capital is based on the principle of striving to deliver exceptional service and professional performance to a broad range of valued clients.

Our mission is to help simplify the complex world of finance for our clients so that they can better prepare for their financial future.

MERC Capital believes no one is immune from the challenges of building long-term financial freedom in a volatile environment. Ever-changing tax laws, the potential complexities of employer-provided qualified and non-qualified benefits, along with the challenges involved in the transitions of business or investment assets from one generation to the next are just a few obstacles individuals may face.

It is our belief that a good financial blueprint is successful when it includes a broad spectrum of options ranging from Risk Management, Education and Retirement Planning, as well as, Investment Planning and Asset Allocation. Our special skill set helps us develop plans designed that strive to provide that your long-term goals may be achieved as short-term needs and desires are also addressed.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice