TODD M. FELDMAN, CFP®, CExP™

I am a financial planner with nearly 30 years of experience working with business owners to create financial plans as well as succession, continuity, transition, and employee incentive plans for their companies designed to protect both their businesses’ and their families' financial health.

As a CERTIFIED FINANCIAL PLANNER® professional, Certified Exit Planner, Partner, and Planner with Merit Financial Advisors, I have the resources necessary to craft plans that bring a business owners’ personal and business goals into alignment. I have experience coordinating the efforts of an owner’s team of advisors to offer owners comprehensive planning solutions.

Check out my videos for insights into business transitions to family members, employees, and third parties, building great management teams, avoiding common planning pitfalls, and positioning you and your business for success.