You’re not average. You’re not guessing. You’ve worked hard for every step forward.
And yet… the dream is simple: the freedom to step back, the income to live fully, and the confidence that your plan can weather any market or economy.
We work with:
Affluent Families balancing today’s lifestyle with the desire for work-optional freedom and long-term income clarity.
Business owners managing complex finances, seeking to turn business success into sustainable, flexible income that supports both their lifestyle today and their freedom tomorrow.
Professionals who’ve worked hard to build wealth and now want the option to step back — without sacrificing their lifestyle or financial security.
The OnePlan™ Promise: Freedom First
True wealth isn’t just about numbers — it’s about freedom. The freedom to step back, to live fully, and to know your income can support the life you’ve earned.
The key isn’t guessing — it’s alignment. Aligning your money with your lifestyle, your goals, and your timeline. We bring clarity to those high-stakes choices so your plan works as hard as you do — in any market, at every stage.
What Our Clients Are Saying
“We were doing well financially, but every decision felt like a guess—college, retirement, taxes, everything. Mergent Advisors helped us see the big picture. Now we have a plan that supports our kids and our future.”
— Dr. Jessica L.
“I thought I had to choose between paying for my daughter’s tuition or retiring early. These guys showed me I could do both—with the right strategy. It was the first time I felt like my plan actually fit my life.”
— Mike R.
“They didn’t talk down to us. They listened. And they helped us uncover things we didn’t even know were costing us money. Our whole financial picture is finally aligned—and it feels good.”
— Camille B.
“We walked in overwhelmed. We walked out with a plan that felt like us—and actually made sense.”
— Physician + Parent, 40s
What We Offer
7 Mistakes Even Smart Families Make Paying for College
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