Ceponis Financial Group
Ceponis Financial Group Joins Forces with Merit Financial Advisors Effective August 5, 2022
We are excited to announce a new phase of our company, the merger of Ceponis Financial Group and Merit Financial Advisors. We anticipate the transition to the Merit platform will be completely seamless. You will still have access to all the same people and information you have now, but with more support on the back end.
Our combined team is dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your friendship, and look forward to serving you for years to come.
We remain committed to personal and professional development, with each member of our growing team holding advanced designation(s) specific to the field of financial planning or investment management. Learn more about our team here or call us at 203.403.3804.
Ceponis Financial Group, Merit Financial Advisors and LPL Financial are separate entities.
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Special Market Update: Silicon Valley Bank
Written by: Caleb Tucker, CFA®, Director of Portfolio Strategy With the failures of Silicon Valley Bank (SVB)…
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