IA FINANCIAL ADVISORS - Key Persons

Job Titles:

• CERTIFIED FINANCIAL PLANNER

Graham Merk is a CERTIFIED FINANCIAL PLANNER™ 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 Curriculum" 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.