Moldenhauer & Associates
Moldenhauer & Associates Joins Forces with Merit Financial Advisors Effective September 25, 2026.
We are excited to announce the next phase of our firm: the acquisition between Moldenhauer & Associates and Merit Financial Advisors. Our same team and resources are here for you, but now include expanded support and services. We are dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your partnership, and look forward to serving you for years to come! Connect with our Moldenhauer & Associates team below or call us at: 716.662.4361
About Moldenhauer & Associates
Moldenhauer & Associates is a family-owned wealth management firm dedicated to helping individuals and families navigate their financial futures with confidence. Based in Orchard Park, New York, the firm has evolved from its roots in insurance planning to a comprehensive wealth management practice, providing personalized guidance on retirement planning, investment management, tax-efficient withdrawal strategies, estate planning, and multigenerational wealth transfer. With a client-first philosophy centered on trust, clear communication, and long-term relationships, Moldenhauer & Associates focuses on delivering tailored financial solutions that align with each client's unique goals and life circumstances.
About Merit
Merit is your trusted financial partner, providing the support you need to navigate life’s challenges, transitions, and victories.
We are committed to providing holistic financial planning and wealth management solutions, prioritizing deep relationships, and implementing solutions that help you achieve your financial goals.
Our mission is to enrich the lives of those we serve, through building the wealth management firm of the future.
Resources
At Merit, we’re dedicated to helping you grow, protect, and preserve your wealth with confidence. By combining innovation with professional experience, we utilize cutting-edge tools, advanced technology, and secure financial solutions to support your goals. Our website offers a comprehensive suite of resources, from educational articles and financial planning tips to interactive calculators and real-time market updates, designed to empower you with the knowledge you need to make informed decisions about your financial future.
