Chris Merchant

Founder of Hunt Country Wealth Management

Let’s prepare for your journey into retirement…

My name is Chris. Across the nation, individuals like you may hire me and my firm to prepare and support their retirements. I help you map out the journey designed to help you enjoy one of the greatest chapters of your life–retirement. 

My formal background includes an MBA with degrees in finance and economics. I hold both CERTIFIED FINANCIAL PLANNER™ and Behavioral Financial Advisor™ designations. I was awarded The Women’s Choice Award® in 2019 and 2020 for my work with women in investing, and I’m the bestselling author of On Investing Well: The Elements of Good Investing. 

Most importantly, my true education and experience comes from directly working with a variety of individuals just like YOU.

Having supported Fortune 500 leaders, entrepreneurs with seven-figure companies, pilots, nurses, rocket scientists–everything from olympic medalists to primary educators succeed in their retirements, I’m uniquely qualified to help YOU do the same.  I’ve worked with hundreds of different employer-sponsored plans including 401(k)s, TSPs, 403(b)s, 457s and Defined Pensions. I’d love for you to join our community of diverse retirees!

If you are in a place of frustration or confusion and are ready to evolve into a place of clarity and direction, please reach out. Your retirement years are so much more than preserving your money for old age. We’ll also use your available resources, plans for the future and unique opportunities to create a personalized path to retirement. It will provide you with the confidence to enjoy life without sacrificing your future security.

Our goal after working together is that you will feel clear and certain of your retirement. You’ll have a secure and stable foundation so you can enjoy the freedom you’ve earned through a life of hard work and preparation.

Professional Credentials

  • Investment Advisor Representative
  • CERTIFIED FINANCIAL PLANNER™
    Certified Financial Planner Board of Standards, Inc.
  • Behavioral Financial Advisor™
    Kaplan Financial Education

Securities Exams Passed:

  • Series 7- General Securities Representative Exam
    Series 66- Uniform Combined State Law Examination

Insurance Licenses:

  • Life, Accident and Health
  • Long-Term Care and Medicare Specialist
    Property & Casualty

FINRA: Check Your Broker

Women’s Choice Award® Selection criteria and disclosure may be viewed here.

Securities offered through Securities America, Inc., Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Hunt Country Wealth Management and Securities America are separate entities. FINRA registered branch office: 49 S. Loudoun St. Winchester VA, 22601. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. All guarantees are subject to the claims-paying ability of the issuing insurer.