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About Us

Working from Shared Experiences

MERC Capital clients rely on our team to provide effective processes and tools to support the life and legacy they seek. Our homegrown, deeply experienced team serves every client with a comprehensive approach that includes financial, legal, and tax planning to safeguard assets and deliver them forward to the next generation.

Bringing a Local DMV Perspective

Bringing a Local DMV Perspective

Our team is local--we live and work in the Baltimore-Washington-Virginia metropolitan area. That means we understand the economic conditions that are unique to this region and impact your career and your financial journey. We are proud of our roots in this community and believe that our ties here help us serve you better.

Using Technology to Your Advantage

Using Technology to Your Advantage

Our team leverages advanced technology as an effective tool to enhance the personal, tailored service we offer. Using technical solutions helps us simplify complex financial questions and streamline processes so we can help you more effectively move forward toward achieving your long-term objectives.

Our Core Values: A Genuine Foundation

Our fundamental approach focuses on prioritizing your needs, and our team consistently demonstrates that focus. Our processes reflect our commitment to helping you achieve the things that matter most to you.

Crafting a Comprehensive Tax, Legal, and Wealth Plan For You

Crafting a Comprehensive Tax, Legal, and Wealth Plan For You

Our team has tremendous experience in planning, tax management, and legal guidance, so we can guide you through every challenge in your financial life. We address each client's needs with a custom plan designed to provide support now and through your lifelong financial journey as well as for future generations.

Get Started Today

No matter where you are today, it's time to take the steps that will elevate your financial future, enabling you to confidently pursue your objectives. We have the resources to support your journey.

Contact Us Today

About Cetera & Pershing

Who We Work With

We serve federal and municipal workers, retirees, and families in and beyond the Baltimore-Washington-Virginia region.

Who We Work With

Our Approach

We employ an education-forward approach and generational perspective to simplify your finances.

Our Approach

Contact Us

Contact MERC Capital today to begin your confident journey toward the life and legacy you desire.

Contact Us Today