Schedule Complimentary Consultation
Please follow the instructions on the right to setup a free consultation or phone review interview. If you would rather send an email, please see our contact below. We are delighted to meet with you virtually via video or in-person at our Winchester, Ashburn or Reston offices.
Note: We strive to maintain and adhere to all COVID-19 guidelines set forth by the CDC and Virginia. This includes an adherence to the Virginia statewide face covering requirement, physical distancing best practices, enhanced cleaning and disinfection best practices and workplace safety regulations.
RSVP to Events
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: