Todd Feldman
Merit Financial Advisors
Rockville, Maryland
Professional Profile
Call Me When
you come into contact with a business owner that needs assistance planning for the single most critically important emotional and financial event of their lives; the transition out of their business.
Professions
Consultant
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Employee engagement/ retention
Estate planning
Family business
Fiduciary
Finance
Financial Modelling
Investments
Retirement
Exit/Transition Planning
Business Focus
Contact me
Professional Certification
CFP®, CExP™
Client Industries
Business Services
Consumer Services
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Retail
Client Results
Contact me
Chapter information
Membership
DC Metro Individual
Member since
Member for 13 years
Chapter Leadership Role
Venue Coordinator
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2026 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2026 XPX Global LLC. All Rights Reserved.