Merit Financial Partners, LLC

Merit Financial Partners, LLC is an independent, fee only financial planning and investment advisory firm with locations in New York and Connecticut.


We specialize in helping couples and individuals navigate financial decisions throughout life transitions. Whether you are preparing for retirement, negotiating a marriage, blended family or divorce, or adjusting to widowhood, we are with you every step of the way.


We offer comprehensive financial planning, investment management and tax planning services. Specialties include: asset allocation and portfolio design,investment management and advisory, tax planning, insurance and estate planning, retirement planning, divorce financial planning and college financial planning. 


Advisors at Other Firm Offices


Primary Office

500 Post Road East, 2nd Floor Westport, CT 06880 Phone: (203) 221-2799

Other Offices

6964 Grand Ave Maspeth, NY 11378-1828 Phone: (718) 898-0871