Financial Advisors and Wealth Managers in Kalispell, MT
Contact us today to learn more about what our award-winning team can do for you.
Accolades:
Our Kalispell, MT Office
Contact
Phone: 406.890.6344
Fax: 920.467.4941
Location
1205 S Main
Suite #325
Kalispell, MT 59901
Business Hours
Mon - Fri (8:30AM - 4:30PM)
Sat - Sun (Closed)
Our Team
Joshua Mersberger
Regional Director, Partner
Meet Joshua >
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
Meet Bryce >
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.
Our Financial Solutions
Financial Planning
We create personalized financial plans that adapt to your life’s twists and turns. By understanding your unique needs, we help you make smart decisions that support your goals now and in the future.
Wealth Management
Our wealth management strategies are all about growing and protecting your assets. We’ll work together to build a plan that makes sense for you, so you can confidently navigate the ups and downs of the market.
Life Transitions
Life is constantly changing, but that doesn't mean your financial goals have to. Whether it’s retirement, divorce, a career change, or widowhood, our team is here, ready to tackle whatever transition you are preparing for or already are experiencing.
Insurance Planning
Life happens—our insurance planning services help protect what matters most. We’ll find the right solutions to safeguard your assets and provide peace of mind for you and your loved ones.
For Businesses
Running your business is both a joy and a challenge that deserves careful planning and guidance. We’ll work closely with you to understand your business’s unique challenges and opportunities and offer customized strategies to address them.
Your Path to
Financial Success
Tailored financial plans that cater to your unique needs and goals
Expert guidance and strategies backed by years of industry experience
Wide range of services, including retirement planning, investment management, and tax planning
Frequently Asked Questions
At Merit Financial Advisors, we specialize in managing complex financial portfolios. Our team of experts uses a comprehensive approach to provide sophisticated solutions tailored to your diverse investment, business, and real estate holdings. We ensure every aspect of your wealth is strategically managed to meet your unique needs.
The Details
Understanding Financial Planning
Financial planning is a comprehensive process that helps set and achieve long-term financial goals. At Merit Financial Advisors, we assess your current financial situation and create tailored strategies for saving, investing, and managing your wealth. Our advisors ensure your plan is aligned with your goals, providing ongoing support and adjustments as needed.
Types of Financial Planning Services We Provide
At Merit Financial Advisors, we offer a comprehensive range of financial planning services designed to meet your unique needs:
- Financial Planning: Comprehensive analysis of your financial health, including budgeting, savings strategies, and debt management to build a strong financial foundation.
- Wealth Management: Personalized investment management to grow and preserve wealth, continuously monitoring and adjusting to optimize performance.
- Estate Planning: Creating wills, trusts, and legal documents to ensure your assets are distributed according to your wishes and minimize tax liabilities.
- Insurance Planning: Identifying and mitigating financial risks with life, disability, and long-term care insurance to protect you and your family.
- Retirement Planning: Setting retirement goals, estimating future expenses, and creating savings plans to ensure a secure and comfortable retirement.
Why You Need a Financial Advisor
- Expertise: Specialized knowledge in financial planning, investment management, and wealth management.
- Customized Plans: Tailored financial plans to meet your specific needs and goals.
- Access to Financial Products: Wide range of financial products and services, including advanced investment strategies and estate planning tools.
- Ongoing Support: Continuous guidance to keep you on track with your financial goals.
- Commitment to Service: Personalized service and continuous support for achieving and maintaining financial success.
Finding the Right Financial Advisor in Kalispell
- Certifications: Look for CERTIFIED FINANCIAL PLANNER® or Chartered Financial Analyst® designations.
- Reviews: Check online reviews and client testimonials.
- Experience and Expertise: Evaluate their background and the services they offer.
- Fiduciary Duty: Required to act in the best interests of clients.
- Transparency and Communication: Clear and honest about fees and services.
- Approach: Understand their strategy for financial planning and investment management.
How Financial Advisors Can Help You Achieve Your Goals
Financial advisors create customized financial plans tailored to your individual needs and goals. They offer ongoing support and guidance, ensuring your plan adapts to life changes and market fluctuations. At Merit Financial Advisors, we provide comprehensive advice and support to help you achieve financial success. Our team makes informed decisions during significant life events and maintains focus on your long-term goals.
Overview of Merit Financial Advisors
Merit Financial Advisors enriches clients' lives with personalized financial planning and wealth management. Our team includes CFP®s and CFA®s who excel in managing complex portfolios, optimizing taxes, and developing estate plans. We provide detailed, tailored plans addressing all aspects of your financial life, ensuring your success with confidence and clarity.
Merit’s Service Areas Outside of Kalispell, MT
Our service areas include:
- Whitefish
- Bigfork
- Columbia Falls
- Somers
- Lakeside
- Kila
Achieve Financial Success with Merit Financial Advisors
Merit provides expertise, personalized planning, and ongoing support to achieve your financial goals. Our services in Kalispell and surrounding areas include advanced investment management, tax optimization, and estate planning. Partnering with Merit ensures comprehensive financial solutions tailored to your unique needs, guiding you to long-term success with confidence and clarity.