IA Financial Advisors Advertising Profile
IA Financial Advisors Company Overview:
Graham Merk is a Certified Financial Planner CFP and Financial Advisor with over 40 years of experience. He is the founder and principal advisor at IA Financial Advisors. He believes in creating long lasting relationships with his clients so that he can understand their needs, wants, and wishes on a holistic level. Beyond his work with his clients, he has given numerous educational seminars on investments, retirement planning, and estate planning to both individual and corporate audiences. He has served in numerous capacities at his former church, on town committees, and as a member of the Chamber of Commerce. When he is not helping his clients plan for their retirement or hosting his radio show The Money Professor on WTAG 94.9 FM radio, you can find him at his four granddaughters dance recitals. He has a passion for his family and has moved his business multiple times to be closer to them. No matter how many moves he makes to be closer to his family, he always maintains his client relationships. This is proven by the fact that he still retains many of his clients from when he first started out, nearly 40 years ago. Eric has recently joined IA Financial Advisors, filling the role of operations manager. He brings a focus on systems and processes to create a better overall experience for our clients. He has over 7 years of experience in the financial services industry, working under multiple financial advisors and running his own insurance business. His acquired knowledge from working for many large name firms allows him to incorporate many proven business structures and strategies to keep IA Financial Advisors on leading edge of the industry. He holds life and health insurance licenses, along with having passed the SIE and Series 7. When he is outside the office, you can find him chasing his 4 year old boy around, climbing mountains, and going for runs. When you walk into our office you will be greeted with a coffee and a smile. One of our financial advisors will sit with you to help pinpoint your financial ...
IA Financial Advisors Advertising Agencies
Explore a detailed list of current and past ad agencies that work with IA Financial Advisors. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of IA Financial Advisors's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does IA Financial Advisors have?
IA Financial Advisors has 1 unique brands.
How much does IA Financial Advisors spend on media?
It is unknown how much IA Financial Advisors spends on media.
IA Financial Advisors Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire IA Financial Advisors marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at IA Financial Advisors?
The chief marketing officer at IA Financial Advisors is N/A.
How big is the IA Financial Advisors Marketing Team?
There are 1 staff members currently involved in marketing for IA Financial Advisors.
IA Financial Advisors Ad Spend 2025
This section digs into the specifics of the advertising spend at IA Financial Advisors and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
IA Financial Advisors Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for IA Financial Advisors, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
IA Financial Advisors Media Mix
Explore a detailed breakdown of the last 12 months media spending for IA Financial Advisors across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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IA Financial Advisors Social Media Marketing Ad Spend
See whether IA Financial Advisors is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.