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Michael Merrill

Posted on Aug 18, 2014 by in Advisors |



My journey is about fostering trust with each client through integrity and excellent service. I believe that a firm foundation of trust can overcome physical boundaries. I am a senior partner. This photo is of me with the rest of the Finity Group team.

Who we are: Finity Group, LLC has offices in Portland, Oregon, and Seattle, Washington, – two of the most environmentally friendly cities in the world. We are a privately owned, independent financial services firm dedicated to serving individuals, businesses, and the medical community. Our independence empowers us to provide unbiased recommendations to our clients, which supports our objective of delivering a customized program to each client that meets their unique and specific goals.

What we do: As a firm, we specialize in working with medical professionals. This specialty compels our team to maintain an unparalleled level of expertise with respect to financial planning for the medical community. Despite our locations in Portland and Seattle, the majority of our clients reside outside of the Northwest. Our philosophy has always been: With today’s technology, if the trust is there, the miles really don’t matter.

Why we do it: Providing financial clarity to each client’s situation is at the core of our efforts in every relationship. We’re committed to gaining a thorough understanding of the needs and financial goals of each client, offering financial advice of the highest integrity, and working diligently every day to earn and keep long-term relationships.

Michael Merrill, CFP®, CLU®, ChFC®, Senior Partner – Finity Group, LLC.

Michael Merrill, CFP®, CLU®, CHFC®, & Senior Partner; Finity Group, LLC. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Finity Group, LLC and Cambridge are not affiliated.

Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0614