Broker Check

Who We Are 


Graham Merk is a Certified Financial Planner CFP and Financial Advisor with over 40 years of experience. He is the founder and principal advisor at IA Financial Advisors. He believes in creating long lasting relationships with his clients so that he can understand their needs, wants, and wishes on a holistic level. Beyond his work with his clients, he has given numerous educational seminars on investments, retirement planning, and estate planning to both individual and corporate audiences. He has served in numerous capacities at his former church, on town committees, and as a member of the Chamber of Commerce. When he is not helping his clients plan for their retirement or hosting his radio show The Money Professor on WTAG 94.9 FM radio, you can find him at his four granddaughters dance recitals. He has a passion for his family and has moved his business multiple times to be closer to them. No matter how many moves he makes to be closer to his family, he always maintains his client relationships. This is proven by the fact that he still retains many of his clients from when he first started out, nearly 40 years ago.


Eric has recently joined IA Financial Advisors, filling the role of operations manager. He brings a focus on systems and processes to create a better overall experience for our clients. He has over 7 years of experience in the financial services industry, working under multiple financial advisors and running his own insurance business. His acquired knowledge from working for many large name firms allows him to incorporate many proven business structures and strategies to keep IA Financial Advisors on leading edge of the industry. He holds life and health insurance licenses, has recently passed the Securities Industry Essentials (SIE) exam. When he is outside the office, you can find him chasing his 4 year old boy around, climbing mountains, and going for runs.

Products:

I offer a variety of products to be incorporated in your financial plan, based on your individual needs and objectives as determined during our review process.

grahammerk@iafinancialadvisors.com   |  774-345-4044