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. 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

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

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
290 Silver Spring Rd Ridgefield, CT 06877-5419 Phone: (203) 221-2799