Core Values
Our Core Values
At Ai Merchantry, our values are more than ideals — they are daily actions that shape who we are and how we serve.
We communicate with clarity, act with honesty, and lead with discipline. We listen with intention, grow through personal development, and hold ourselves accountable with grace. Our ethical standards guide every choice, and we pursue balance so that we support each other while making meaningful progress.
Above all, we create impact with integrity — and build a legacy rooted in service, care, and lasting purpose.
Communication
Clear, Concise, accurate, and always on time
Honesty
Honest actions and interactions always
Intentionality
We listen, honor, and respond with care
Accountability
We're self-aware, responsible, and meet others with patience and grace
Discipline
We're proactive, prompt, and are productive in time management
Personal Development
Grow continuously and nurture potential
Ethics
We uphold the industry's highest standards through accountability, discipline, honesty, growth, and balanced, ethical action.
Balance
Enjoy the journey, support each other, and make progress daily
Impact
We empower advisors to succeed with integrity, innovation, and care, helping clients protect what matters most.
Legacy
Honest actions and interactions always
Client Reviews
See what our satisfied clients say about partnering with Ai Merchantry. Our expert financial planning and wealth management services have empowered individuals, families, and business owners to confidently achieve their financial goals. Dive into their experiences and see how we can be your trusted partner in securing a brighter financial future too.
"We were blown away by the expertise at Ai Merchantry. They took the time to understand our business goals and crafted wealth management plans that have significantly improved our financial outlook."
Alison Housten
"Ai Merchantry has truly transformed the way we manage our family’s wealth. Their team provided personalized strategies that gave us confidence and peace of mind for the future."
Thomas William
"Ai Merchantry’s family office services have been invaluable. They treat us like family and are always there with thoughtful, proactive advice that’s tailored to our unique needs."
James Washington
"The level of dedication and expertise we’ve experienced with Ai Merchantry and their partner network is outstanding. They’ve helped us navigate complex financial decisions with clarity and confidence."
Alice Shelby
"Working with Ai Merchantry and their partner groups has been a game-changer for our business wealth management. Their advice and solutions have allowed us to not only grow but also protect our assets in ways we hadn’t imagined."
Phil lubbers
"I can’t thank Ai Merchantry enough for their support with our family office. They helped us streamline our investments and plan for the next generation, all with a level of care that’s hard to find."
The Jackson's
Learn more about Ai Merchantry™
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Corporate Office: Raleigh, NC
(844) 448-2246
About Us
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Helping you achieve financial success with expert guidance and personalized strategies.
Who We Serve
Fractional Family Office
Sunday: 9AM - 4PM
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