Financial Advisors in Kalispell, MT
Contact
Phone: 406.890.6344
Fax: 920.467.4941
Location
1205 S Main
Suite #325
Kalispell, MT 59901
Financial Services Offered in Kalispell, MT
At Merit Financial Advisors in Kalispell, MT, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.
- Individuals/Families
- Wealth Management
- Tax Planning Strategies
- Retirement Planning
- Estate Plans
- Asset Protection
- Financial Planning
- Financial Education
- Proprietary Investment Models
- Employers/Retirement Services
- For-Profit Companies Retirement Plans/Programs
- Non-Profit Organization Retirement Programs
- Governmental Entities
- Employee Wellness
- Institutions
- Investment Policy Statement (IPS) Implementation & Review
- Portfolio Construction & Management
- Charitable & Planned Giving Portfolios & Management
- Financial Education
- Advisors
- Success Planning
- Financial Planning
- Asset Management
- Practice Management
- Technology
- Marketing
- Compliance
- Operations
Our Team
Joshua Mersberger
Regional Director, Partner
Josh Mersberger
CFP®, CRPC
Regional Director, Partner
Josh Mersberger is a Regional Director who advises high-net-worth clients as their chosen advisor to help them design and pursue their personal and retirement goals. Josh works diligently with clients on estate and tax planning, as this area of planning is often overlooked and is critical to the overall success of individuals' personalized financial plans.
As a member of the firms’ regional executive committee in the Wisconsin and Montana branch locations, Josh plays an integral role in setting the firm's strategic direction and overseeing the firm's daily operations.
In Montana, Josh lives with his wife Michelle, daughters Camilla and Audrina, and their three dogs. In his spare time, Josh enjoys spending time with his family and watching his daughters experience new things. He is also an avid hunter, fisherman, downhill skier, and golfer.
Bryce Stacy
Service Advisor
Bryce Stacy
Service Advisor
Bryce Stacy is a Service Advisor focusing on assisting Wealth Managers in personalized business planning, retirement planning, small business legacy/exit strategies, and foundational planning to help clients pursue personal and financial goals.
He is a 6th-generation Montanan, born and raised in NW Montana. He is married to Jade Stacy with their three children. He is an avid outdoorsman who enjoys hunting, skiing, backcountry adventures, summer boating, and camping with family and friends. Bryce was, interestingly, a train engineer in his previous life. He also finds community involvement to be extremely important and is a passion of his.
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.