Principles
Principles of Success
At Ai Merchantry, we believe success begins with clear, timely communication and a commitment to intentional, people-first service. We act with unwavering ethics, grounded in honesty, discipline, and accountability. Every step we take is purposeful — guided by care, not convenience. And through that foundation, we create meaningful impact by empowering advisors and protecting what matters most.
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Communication
Clear, Concise, accurate, and always on time
Intentionality
We listen, honor, and respond with care
Ethics
We uphold the industry's highest standards through accountability, discipline, honesty, growth, and balanced, ethical action.
Impact
We empower advisors to succeed with integrity, innovation, and care, helping clients protect what matters most.
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™
You can find out about the difference with Ai Merchantry.
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Corporate Office: Raleigh, NC
(844) 448-2246
About Us
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"On y va!" Collaborate
Helping you achieve financial success with expert guidance and personalized strategies.
Who We Serve
Fractional Family Office
Sunday: 9AM - 4PM
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Sunday: 9AM - 4PM
Sunday: 9AM - 4PM
Sunday: 9AM - 4PM
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