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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.
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 Planning & Wealth Management
We specialize in Financial planning for retirement planning, college savings, and estate tax planning.
INSURANCE | FINANCIAL PLANNING | WEALTH MANAGEMENT | BUSINESS SOLUTIONS
Advent has one of the world’s largest and most experienced private equity teams, with more than 170 investment professionals across four continents.
February 26, 2018
October 26, 2016