Insurance | Financial Planning | Wealth Management | Business Solutions

Providing excellent service and strategic solutions for Insurance, Wealth Management and Financial Planning for over 30 years.

Since 1987

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Financial
Planning
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Wealth
Management
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College &
Retirement
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Life & Health
Insurance
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Commercial
Insurance
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Home & Auto
Insurance
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Founded in 1987, The Merchant Group is one of the most experienced Insurance & Financial Planning firms. We have established a team investment professionals, focused on income protection, reducing tax liabilites and asset protection.

We employ a long-established strategy of using Insurance products to hedge market risk with index-focused investing across all of our markets.

We provide insurance solutions in regards to business and commercial policies. For personal solutions we offer asset preservation, retirement planning, and wealth management with a focus on reducing estate tax liabilities.

Insurance & Business Solutions
TMG

Since 1987

Invested and Insured over
$1.2 B

Insurance Solutions

Commercial | Auto | Home | Life | Health

We shop the top companies to provide you the best coverages for your Business and Personal insurance needs at the best price.

Financial Solutions

Financial Planning & Wealth Management

We specialize in Financial planning for retirement planning, college savings, and estate tax planning.

INSURANCE | FINANCIAL PLANNING | WEALTH MANAGEMENT | BUSINESS SOLUTIONS

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Advent has one of the world’s largest and most experienced private equity teams, with more than 170 investment professionals across four continents.

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