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.
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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.