Our Firm

It has taken many years for Master Planners & Associates, LLC to evolve. It began in July 1976 when Lon was appointed as a Registered Representative for IDS (Investors Diversified Services). In April 1985, Lon terminated his appointment with IDS and became an independent Registered Representative with a broker-dealer out of Atlanta, Georgia called FSC Securities Corporation. A partnership with another Registered Representative was formed and the business was named "Financial Planning Services". In October 1986, they made the decision to utilize the services of a local broker-dealer, Cadaret Grant & Co. located in Syracuse, New York. It was at that time that the business was renamed Master Planners & Associates. In 1991, Lon purchased his partner's share and became the sole owner. Master Planners & Associates became a Limited Liability Company in 2002.

Master Planners & Associates is a local, independent organization.  We are not employees of a large national brokerage or insurance company.  The solutions for our investment strategies are non-proprietary and unique and we understand that no two clients are alike.  Master Planners & Associates continues to be managed by it's founder, Lon C. Merritt, and is guided by his philosophy and ideas.