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Guided by principles and perspectives.

Bring timeless wisdom to your financial goals.

Choose principles over predictions.

At Merrill Financial Associates, we believe sound principles should guide your long-term planning decisions. For decades our Managing Director, Roger Merrill, instilled in us the belief that principles are the foundation of wise investing and planning. Principles allow us to ignore the day-to-day noise and emotional distractions that can jeopardize rational thinking and sound decision-making. The proof is in the principles.

See Our Investment Principles


Diverse perspectives focused on a common goal.

Diverse perspectives focused on a common goal.

We draw on our team’s many years of experience as financial professionals to bring you a straightforward process to help pursue your goals. We also believe there are far-reaching benefits you will receive from the insights you gain from our team’s diverse backgrounds, education, and experiences.

We are fee-based, fiduciary asset managers.

We are fee-based, fiduciary asset managers.

As your skilled financial team, we are committed to serving you while striving to avoid conflicts of interest often present in the financial services profession. As an independent fee-based firm, we offer you full transparency and integrity.

Financial planning that reflects your vision.

At Merrill Financial Associates, we offer a wide array of services. We work with you to manage your complete financial life and create long-term plans focused on your specific needs.

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Investment Management

We create and manage an investment portfolio that is in line with your goals and our principles.

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Income Planning

Our goal is to guide you to meet future cash flow needs in a tax-advantaged way, while seeking to ensure your assets last your lifetime.

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Tax Planning

We analyze your tax situation and identify strategies to help reduce your tax burden over your lifetime.

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Risk Management

With term life insurance and estate planning, we seek to protect your assets during your life and help ensure your wishes are carried out.

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Counseled by conviction.

Think about the success you’ve achieved. Chances are, your success is rooted in the values and beliefs you hold dear: commitment, integrity, perseverance, and a positive outlook. You didn’t get to where you are today by living in the moment. Success is the result of hard work and adhering to your principles. We believe the same is true of investing and financial planning.

Guided by principles, not product.

Guided by principles, not product.

Merrill Financial Associates will guide your financial journey with clarity, confidence, and transparency.