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  Our Purpose

Mergent Group is a professional wealth management and advisory practice serving individuals, families, businesses, and trusts. The firm acts as an outsourced wealth management firm experienced in retirement, college, tax, estate, asset, business transition, and executive planning services.

Our Mission

Inspire our clients, colleagues and team to discover true wealth by having more discretionary time to create extraordinary lifetime experiences across generations.

Our People

The firm employs CERTIFIED FINANCIAL PLANNER™ professionals implementing the standards and practices of our governing body, the CFP® Board. You can find more information at

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Who We Are

We enjoy building trusted relationships that span generations.

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What We Do

We believe in a conservative approach focused on advancing and protecting your capital. 

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Why Work With Us

We are committed to delivering trust, transparency, accountability and confidentiality. As a Fiduciary Advisor we put your needs first.

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What is Values Based Financial Planning?

Values based planning is a complete client centered conversation. As people, we make decisions based on what deeply motivates us to be better in life. A philanthropist, teacher of good things, caretaker, supportive friend, each quality is already embedded in each of us. Your conversation with us is focused on those personal values and characteristics that have the greatest impact in your life.

Values based planning is a comprehensive strategy aligned with your vision and goals. If you could have a strategy, a real plan that allows you to do the things you want to do and have the things you want to have, is that the strategy you would get excited about and implement? We want you to live your best life for your reasons.

Values based planning is a way to stay focused on what is important to you. Life has its distractions and difficulties that tend to draw us away from our values and goals. Developing a strategy and plan to accommodate these distractions helps you keep focused on your outcome. Adjustments can be made at any point along the way to reinforce the importance of your goals. We are your co-pilot in your journey along the way, guiding you safely to your destination.