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Investment Products:

Not FDIC Insured
No Bank Guaranty
May Lose Value

Mortgage Closing Cost Rebate, click for details >

About Us

About MTCMerchants Trust is committed to the personalized delivery of the highest quality investment management and financial planning services, customized to meet your unique needs. Our passion is assisting you with your financial life. By hiring Merchants Trust you are gaining access to a team of experienced, professional advisors dedicated to your success.

As a fiduciary, we will always act in your best interest when providing advice and helping with key financial decisions. We pledge to be proactive and candid in our communications. Our mission is to help you manage your wealth so it has a positive impact on your life and on individuals and organizations important to you.

We serve the financial needs of individuals, families, non-profit organizations and businesses. You, your company or organization will benefit from Merchants Trust services if any of the following are true:

  • You are looking for assistance with the details of managing wealth.
  • You value personalized and proactive service designed to meet your unique needs.
  • You want an advisor who will always do what is in your best interest when providing advice, helping with key financial decisions and acting on your behalf.
  • You want to simplify the management of your financial life so you can focus your energies on other areas of interest.
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