Mergent Group

Helping people pursue their financial goals based on their values that are important to them. and pre-retired and retired families
. Member FINRA/SIPC.

Mergent Group is a comprehensive wealth practice serving the needs of personal and business needs. Mergent Group has 3 philosophical tenets:

-Help you align your values to your financial choices.
-Organize your financial life and keep it that way
-Have confidence that your goals will withstand "financial bad weather"


Mergent Group works with professionals, including medical practitioners, attor  ...