Financial Planning with focused, attentive, and purposeful advisory services
We help you navigate through the sea of bad advice, poor service, and improper commission-oriented sales tactics.
Wade Through the Tides of Life with Confidence
Wade Through the Tides of Life with Confidence
You will find our conversations dive deep into your financial goals and dreams. With our Certified Financial Planners (CFP®) by your side, we talk straight to what matters most to you.
We believe in making your money work for your values. Whether it’s supporting causes you’re passionate about, growing a legacy of wealth, or planning for retirement… we will always be here to guide and empower your decisions.
You will find our conversations dive deep into your financial goals and dreams. With our Certified Financial Planners (CFP®) by your side, we talk straight to what matters most to you.
We believe in making your money work for your values. Whether it’s supporting causes you’re passionate about, growing a legacy of wealth, or planning for retirement… we will always be here to guide and empower your decisions.
Whitney Merrill CFP®
CEO of Blazing Trail Wealth Advisors LLC
From projecting social security income to navigating Medicare planning, Whit and his team will help elevate each stepping stone on the trail you blaze together. You are not just crafting a personalized wealth management plan, but setting a course for financial freedom.
You’re never just a number.
Our Platinum Promise affirms that.
Treat others the way
THEY
would like to be treated
UNDERSTAND
We seek to understand before being understood. Our clients’ personal goals and financial circumstances will always define each step in our journey together.
IDENTIFY
We help you clarify and prioritize financial objectives, ensuring alignment with personal values and circumstances, to create a tailored wealth management plan.
ANALYZE
It is our passion to examine financial decisions, assessing risks and market opportunities, to develop goal-oriented strategies getting you on the direction to desired financial outcomes.
RECOMMEND
Mapping financial recommendations through clear and effective communication, ensuring clients understand options and make informed decisions aligned with their goals.
IMPLEMENT
Helping clients beat analysis paralysis by guiding them to take quick, confident steps on personalized financial plans, moving them closer to their goals.
MONITOR
Regularly tracking account performance while providing ongoing guidance and adjustments to ensure alignment with your ever-evolving lifestyle objectives.
