Merians Wealth Management Group - UBS Financial Services Inc.

Visit our office today located in Santa Fe, NM. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Financial Planning & Investment Advisory Firm with Offices in New York and Santa Fe (N.M.). Our philosophy is to provide conflict-free services and place our clients' needs first. We work only for you - not a broker, bank, or insurance company. As a fiduciary, we are independent, objective, and commission-free. We believe that independent, fee-only advice yields the best financial solutions. A fiduciary standard obligates us to act in good faith and put your interests ahead of our own. At Wharton Wealth Planning, we help clients navigate life events (retirement, divorce, inheritance, career) by customizing financial plans and investment accounts to achieve long-term goals. We provide comprehensive wealth management services to deliver peace of mind. Our experienced financial consulting team can help you implement a financial plan that is specific to your cash-flow needs, family circumstances, investment goals, and financial and tax situations. We use a detailed discovery and analysis process to help create a financial plan that works best for you. Steps to create a plan include: (1) Consultation (2) Discovery (3) Evaluation of Strategy and Alternatives (4) Implementation and (5) Review. Financial plans and personal finance strategies are developed by a CERTIFIED FINANCIAL PLANNER (CFP) to meet clients unique and evolving situations. Our CFPs are compensated for their time and expertise in comprehensive financial planning and investment management under a clear fee structure.

Financial Partners is a financial services company that specializes in helping people create solutions for their retirement assets. The company has a team of experienced financial professionals who can help you understand your risk tolerance, time horizon, and goals. Once they understand your needs, they will work to develop a program that carefully balances investment strategies with preserving principal. Financial Partners is committed to helping you achieve your financial goals and can provide you with the tools and resources you need to make informed decisions about your retirement.