START A CONVERSATION

Let’s See If OnePlan™ Is
the Right Fit.

Before we talk about accounts, products, or solutions, we want to understand what you’re trying to accomplish and where the financial pieces may not be working together.

No pressure • No commitment required

Start a Conversation

Choose a Time That
Works for You

Schedule a 30-minute introductory conversation with Mergent Advisors. We’ll use this time to learn what prompted you to reach out, understand what matters most to you, and determine whether there is a reason to continue the conversation.

THE FIRST MEETING

What to Expect

30-Minute Introductory Conversation

We’ll talk about what prompted you to reach out and briefly review your current financial situation.

No Preparation Required

You do not need to gather statements or organize documents beforehand. This is simply a conversation to see if we're a good fit.

No Obligation

We’ll determine together whether it makes sense to proceed with the OnePlan™ process. If not, we will happily point you in the right direction.

Who We Typically Work With

Mergent Advisors works with established individuals and families whose financial lives have become more complex over time.

Business Owners

Navigating liquidity events, succession planning, and the seamless integration of your personal and corporate wealth.

Professionals & Executives

Managing concentrated stock positions, deferred compensation, and complex corporate compensation structures.

Families

Structuring intergenerational wealth transfer, philanthropic goals, and long-term legacy planning with care.

Existing Clients

Continuing our ongoing dialogue to adjust strategies seamlessly as your life, goals, and the markets evolve.

If you’re not sure where you fit, that’s okay. Start with the conversation.

ONEPLAN™

Your Financial Life Should
Work as One Plan.

Investments, cash flow, taxes, estate decisions, business interests, insurance, college, and future income can all affect one another. OnePlan™ is the Mergent Advisors process for helping clients see those decisions together rather than managing each one in isolation.

“The first conversation helps us understand whether that level of coordination may be useful for you.”

Not Ready to
Schedule Yet?

You can learn more about how Mergent Advisors approaches financial planning before starting a conversation.

Image

Mergent Advisors provides comprehensive, coordinated financial planning and wealth management for professionals, business owners, and their families.

Contact

[email protected]
1-866-509-8866

Dallas TX:

7701 Lemmon Ave
Dallas TX 75209

Stillwater MN:
310 1/2 Main St S
Stillwater MN 55082

Mergent Advisors, LLC provides financial education, planning support, and insurance-related services. Investment-adviser referral and promotional services are offered through Mergent Wealth, LLC, a Texas-registered investment adviser that does not manage portfolios or exercise investment discretion. Mergent Wealth may receive referral compensation, and Mergent Advisors owns a 4% minority interest in Mergent Wealth, creating financial incentives and potential conflicts of interest. Insurance professionals may also receive commissions. Investing involves risk, including possible loss of principal. Registration does not imply a particular level of skill or training. Please review our Important Disclosures and Mergent Wealth’s Form ADV.

© 2026 Mergent Advisors. All rights reserved.