Merit Equity

FDM Wealth Management is an independent advisory firm focusing on the high net worth/affluent client space. Being fully independent, FDM devotes more attention to a select group of client and provides them with suitable strategies for their particular needs. We are truly independent, offering no proprietary products.

St. James Investment Company, located in Smithtown, NY, is a reputable financial planning and consulting firm. Specializing in money management services, the company also provides asset allocation consultation, fixed income management, and separate account stewardship. With a focus on helping clients achieve their financial goals, St. James Investment Company offers personalized strategies tailored to individual needs. Their expertise and dedication make them a trusted partner in navigating the complexities of financial planning. Generated from their available business information

At Navigator Financial, were dedicated to helping our clients navigate the world of finance by understanding their needs and long-term goals. As a trusted financial planner in Smithtown, NY, we help clients invest with confidence, plan for retirement, and much more. With years of experience serving individuals seeking effective financial guidance, we offer dependable, year-round support tailored to your unique goals and needs. Whether youre looking to develop your investment portfolio or create a retirement plan that supports the lifestyle you envision, Navigator Financial, the leading financial planner in Smithtown, is here to help you every step of the way.