Merit Financial Partners, LLC

Merit Financial Partners, LLC is a Fee-Only financial planning and Registered Investment Advisory firm with offices in New York City, Westport, and Stamford, CT. We specialize in providing hourly, as-needed financial advice and tax planning services to individuals and families. As Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. If you are seeking objective, competent advice you can trust, you have come to the right place. Whether your seek: Answers to Financial Questions Financial Planning Divorce Financial Planning and Analysis Retirement Planning Investment Advice Tax Planning and Preparation Now you have an advocate. Someone who is on YOUR side and who takes the time to understand what YOU need. Because we work by the hour or with a customized package, we can give you the advice you seek – pressure free! How We Work First, we talk. We get to know each other and lay out a foundation to move forward. We will ask you what your goals are, your attitudes about money, your life stage, financial obligations, and more. After your initial consultation, we will recommend a suitable plan or customized package to help you to reach your goals. We offer several easy to proceed ways to help you get on track - fast. Then, we get going. In most cases, we can complete our work with you in just a couple of weeks. You get a written analysis of your current situation along with a recommended roadmap how to get to where you want to be.

Address: 191 Post Road West Westport, CT 06880, USA

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