Broker Check
NEW! Guided Wealth Portfolios Get your FREE Report! Endorsed by Dave Ramsey Recession Watch LPL Market Outlook

Who We Are

Mergent group was created out of necessity. People want real guidance, helping make the decisions that affect them financially.

Our Team

What We Do

We cover four simple areas: Cash Flow Management, Investment Positioning, Tax Planning**, and Estate Preservation. All aspects of business and personal wealth oversight are covered in these simple concepts.

Our Service

Why Work With Us

We are navigators, not product pushers. Planning is not a one time event, it is a multi-faceted process with small unique elements. Take the step to answer the "just what do I need to do" question.

Our Difference

Am I positioned right for my life?

Take this short quiz to look to see if your investment position is right for you.

WANT TO TALK MORE? CLICK BELOW TO SCHEDULE