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Personal Services

Personal Services to Help Achieve Your Goals

MERC Capital is proud to serve you as a fiduciary advisor. We take this responsibility seriously and always prioritize your best interests. Our services support every aspect of your personal financial picture, so you can be sure that we are viewing your strategies from a comprehensive, long-term perspective. Our long-term, tax-efficient approach enables you to confidently pursue your objectives.


Financial Planning

Financial planning includes setting goals, managing resources, and making informed decisions to secure a stable financial future. It involves budgeting, investing, saving, and risk management, to help you achieve your financial aspirations and navigate life's uncertainties.


Wealth Management

Wealth management is a comprehensive financial service that encompasses investment advisory, financial planning, estate planning, and risk management. It's designed to help you grow, protect, and manage your wealth effectively, aligning your financial strategies with your long-term goals.


Retirement Planning

Whether you're concerned about the possibility of depleting your retirement funds or simply aiming for a comfortable retirement, our advisors will evaluate your financial resources, establish achievable objectives, and ensure that you are protected by a viable stream of retirement income.


Attorney-Driven Estate Planning

Estate planning is a vital process that involves decisions about how to distribute assets to the next generation, minimize taxes, and provide for loved ones. Proper planning can ease the burden on your heirs during an already challenging time. We will ensure that your estate plan reflects your objectives.


Social Security Analysis

We will carefully analyze your unique financial situation to help you discover strategies that can maximize your Social Security benefits. We'll consider factors such as your age, marital status, and earnings history to ensure you receive the most you're entitled to.


Education Planning

College is increasingly expensive, but our personalized education planning approach helps you stay on top of your savings plan and navigate financial aid options. We can help you plan for expenses, set achievable goals, and put your investments to work to help your child or other loved one succeed.


CPA-driven Tax Planning

Tax planning involves strategic financial decisions to minimize tax liabilities legally. It leverages deductions, credits, exemptions, and investment strategies to optimize tax efficiency, ensuring individuals and businesses retain more of their income while staying compliant with tax laws.


Revocable Living Trusts

A revocable living trust is a legal arrangement where an individual (the grantor) places assets into a trust while retaining control and the ability to make changes or revoke it. It facilitates asset transfers upon death, bypassing probate while providing flexibility during the grantor's lifetime.

Explore Revocable Living Trusts

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Our Team

Our homegrown team of advisors has every base covered with tax, legal, and financial expertise.

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About Us

We support your vision with a regional perspective plus expertise in financial planning, tax management, and legal issues.

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Contact Us

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

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