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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Watch here and learn what implications the latest market moves may have on your portfolio, reach out to your wealth advisor for more information or give us a call at 866-637-6949.
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April 2023 Market Update
In this April market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends….
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Our team specializes in helping you simplify your finances and define and pursue your goals. We understand life happens – individual, family, and professional needs change. We've developed a comprehensive and dynamic process that brings all the pieces of your financial life together. The process provides the clarity and confidence necessary for you to make wise financial decisions while honoring your values and commitments.
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