Wealth Building Formula
Interested in building your wealth? Most people believe the formula for wealth building is a secret or is too complicated. The truth is, wealth building is a process that can be learned and mastered with the right information and tools. In this video, we'll discuss...
Worried About the Stock Market?
Weekly Edition: Worried About the Stock Market and Your Retirement? Investing for Retirement During Bear Markets It's vacation season and you're probably spending time with friends and family and hopefully leaning into the adventures of life. I've noticed, that...
Seeking Certainty in Uncertain World
Seeking Certainty in an Uncertain WorldWritten By: Chris Merchant, CFP® BFA® | June 2022 It’s natural for humans to want to make sense of the chaotic world in which we live. Finding certainty, real or imagined, makes us feel safe and confident. But our desire for...
Go Winchester Royals Baseball!
Go Winchester Royals Baseball! Tickets Available!The Winchester Royals are a local baseball team that plays in the Valley Baseball League. Approximately thirty former Royals have played on Major League teams, most notably Jimmy Key, Reggie Sanders, Mike Williams,...
Celebrating Five-Years
Announcing New ServicesWe are proud to be celebrating our five-year anniversary! We'd like to express our sincere gratitude to all our clients who've been with us on this journey. It has been an honor and a privilege to serve you.We are excited to announce that in...
Middleburg Life
Are Women The New Face of Wealth in 2021? Virginia-Based Financial Experts Weigh In On A Booming Trend. Thank you Middleburg Life for the Feature! We couldn’t be more excited to talk about women and investing and appreciate the opportunity to add our perspective....
Media Inquiries
Chris Merchant is available for commentary and speaking engagements related to retirement income planning. He is a CERTIFIED FINANCIAL PLANNER™, Behavioral Financial Advisor™ and author of On Investing Well: The Elements of Good Investing.