At Merlin, we aim to take the burdens of financial planning off your shoulders and help you feel confident in your future.
We are a team of experienced advisors backed by the expertise of the entire Guardian Network. Above all, our team is committed to seeing you succeed.
At Merlin, we provide comprehensive financial planning services that are customized to meet your individual needs and help you achieve your financial goals.
The strategies we select for you are unique to your personal circumstances and designed to work in conjunction with your Living Balance Sheet.
At Merlin Financial, we believe in giving you more than products. We provide a time-tested process that’s designed to guide you through every stage of your financial journey. We help you achieve balance in your current financial situation and confidence in your future. Through our experience, integrity, resources and network: we are a strategic alliance you can trust to guide you through all stages of financial planning and help achieve your financial goals long term.
Retirement and Quality of Life