Peter J. Merrick
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Peter J. Merrick

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Peter J. Merrick, often referred to as The King of Main Street, is an internationally recognized author, writer, commentator, and keynote speaker, specializing in U.S. and international cross-border risk mitigation. With over three decades of experience, he specializes in business succession planning, financial sovereignty, and cross-border wealth De-Risking, helping business owners, professionals, families, and trusted advisors navigate complex financial, tax, and estate planning challenges with clear, practical solutions. Holding the prestigious Trust and Estate Practitioner (TEP) designation with the Society of Trust and Estate Practitioners (STEP), he is a trusted voice in financial sovereignty, known for his ability to simplify complex financial issues and deliver actionable strategies. As a bestselling author, Peter has written three LexisNexis textbooks on Business Succession and Estate Planning and the international bestseller The King of Main Street. With over 800 published articles, his insights have appeared in Bloomberg, The Wall Street Journal, Dow Jones, and major professional publications. For two decades, he was a regular financial, economic, and tax commentator on one of Canada’s largest news networks. Peter spent 18 years as a columnist for LexisNexis’ Lawyers Weekly and The Bottom Line, one of North America’s largest CPA trade publications. A sought-after educator and lecturer, Peter has taught at multiple universities and colleges, shaping the next generation of financial professionals. A Canadian expat residing in San Diego, California, Peter considers himself a Citizen of the World. He specializes in business succession planning and cross-border risk management, advising clients on how to protect, preserve, and grow wealth across international borders. He integrates U.S. life insurance and annuity solutions into holistic De-Risking strategies, ensuring financial security for generations. Peter is the co-author of the bestselling business novel It Starts With Gold, written with Adrian C. Spitters, a gripping financial thriller exposing hidden forces shaping international markets, vulnerabilities in modern financial systems, and the critical steps to preserve wealth in uncertain times. Together, they are working on the next installment of their four-part book series, The Last Asset Standing, which explores the coming financial reset, The Great Financial Confiscation 2.0, and the race to secure financial sovereignty before it is too late. Known for his bold perspectives, deep financial expertise, and engaging storytelling, Peter challenges conventional thinking and inspires immediate action. His message is clear… The future belongs to those who prepare.
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