Most families feel pressure when trying to balance financial freedom, education costs, and preparing for the future. The fear of making the wrong decisions—or regretting them later—can be overwhelming.
At Mergent Advisors, we exist to take the confusion out of money decisions so families can move forward with clarity and confidence, creating a work-optional lifestyle and financial freedom—without regret.
Why We Exist
We help you design decisions that protect what you’ve built and expand your options—so you can choose when and how you work, fund education wisely, and move toward true financial freedom.
How We Help
- Build a work-optional lifestyle where career becomes a choice, not a necessity.
- Fund education wisely without sacrificing long-term freedom.
- Balance competing goals as professionals, business owners, or parents preparing for the next stage of life.
Our Approach – The OnePlan™ Method
Our OnePlan™ Method brings everything together—financial freedom, college planning, and generational wealth—into one coordinated strategy. Built on CFP® Board of Standards and adapted for today’s family challenges, this process helps you:
- Paying for college (or planning to)
- Identify where money may be slipping through the cracks.
- Uncover strategies to reduce the real cost of education.
- Align resources to support long-term freedom and flexibility.
- Gain peace of mind knowing every decision supports your bigger financial story.
Why Families Choose Us
- Practical solutions: We focus on clarity and options, not just numbers on a page.
- Holistic planning: We integrate education and financial freedom so nothing gets left behind.
- Trusted guidance: We guide you like we would our own family.
Our Promise
Your financial decisions should create freedom, not regret. With Mergent Advisors, you’ll gain more than a plan—you’ll gain clarity, confidence, and a trusted partner who helps you design a lifestyle where work is optional, freedom is real, and your next generation is secure.
Ready to Feel More in Control?
You’ve worked hard to build what you have. Let’s build a strategy that helps you keep it—and use it wisely.