As an independent firm, we are committed to offering objectivity and professional advice.Learn More
We provide the most advanced and cutting-edge Financial Planning and Investing technology.Learn More
Our mission is to truly understand you, your family and your legacy goals better than anyone else.Learn More
“Hi-Tech Investing. Human Advice.”
Welcome, I’m Jeff Ackler, CERTIFIED FINANCIAL PLANNER™ Practitioner, Wealth Management Advisor with Merit Financial Group and SmartVestor Pro. We understand that individuals face unique challenges as they build wealth, plan for the future, and enjoy retirement. We can help take the mystery out of preparing for tomorrow and living for today. Whether your goals include preparing for or managing wealth in retirement, saving for college, or preparing your estate plan, our personalized service focuses on your needs, wants, and financial goals and objectives. Contact us now for your Complimentary Consultation!
The SmartVestor Program is a directory of investment professionals. Dave Ramsey, SmartVestor and Ramsey Solutions are not affiliates of Merit Financial Advisors, Merit Financial Group, LLC or LPL Financial.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The market is as unpredictable as the weather. We’d love to help you prepare.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There are four very good reasons to start investing. Do you know what they are?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A special needs trust helps care for a special needs child when you’re gone.
Do you know these three personal finance sayings?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, cracking the code on bonds.
Here is a quick history of the Federal Reserve and an overview of what it does.
Pundits say a lot of things about the markets. Let's see if you can keep up.