Broker Check

My Firm

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Graham Merk

Investment Advisor Representative



My devotion to my clients is personal as much as it is professional. I work closely with each client to develop long-term relationships and help all of them grow more than just financially during their retirement.

I have more than 40 years of service to my clients as a trusted financial planning advisor. A graduate of Villanova University, I hold a master’s degree from Rutgers University. I have received my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the College for Financial Planning in Denver, Colorado, and my Chartered Financial Consultant® (ChFC®) designation from the American College in Bryn Mawr, Pennsylvania.

Beyond my work with clients, I have given numerous educational seminars on investments, retirement planning and estate planning to both individual and corporate audiences. I am affiliated with Cetera Advisors LLC, which helps independent financial professional firms like IA Financial Advisors grow and serve clients better.

My wife and I relocated to Worcester, Massachusetts to be nearer to our grandchildren, four girls, after living 30 years in New York and New Jersey. In our spare time, we like to travel as well as enjoy attending the girls’ dance competitions.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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