Purpose
Our Purpose
At Ai Merchantry, our purpose is simple and human: to help people feel seen, secure, and supported as they prepare for life's most important moments.
We guide individuals, families, and businesses through the complexities of financial protection and planning — not with pressure, but with care. Through real conversations, transparent education, and tailored solutions, we bring clarity to the process and peace of mind to every decision.
Rooted in honesty and built on relationships, we make financial tools feel personal, not transactional. We believe the journey to security should be filled with understanding, empowerment, and trust — not confusion.
We exist to help people protect what they love, prepare for what’s next, and walk forward with confidence — knowing they’re not alone.
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.
Download our executive summary now.
Corporate Office: Raleigh, NC
(844) 448-2246
About Us
Careers
"On y va!" Collaborate
Helping you achieve financial success with expert guidance and personalized strategies.
Who We Serve
Fractional Family Office
Sunday: 9AM - 4PM
Sunday: 9AM - 4PM
Sunday: 9AM - 4PM
Sunday: 9AM - 4PM
Sunday: 9AM - 4PM
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