Merkle Financial Group - Home

 

Merkle Financial Group is an independent financial services, asset management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients.

We recognize that each person’s situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality.

If you’re a current client, our site provides links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).

If you’re not currently acquainted with our firm, we’ve established this site as a way for you to get to know us and understand how we can help you get to that point where you don’t have to worry about whether your money is doing right by you.

We appreciate your interest in our firm and sincerely look forward to serving you.

2009, 2010, 2011: Based on 9 criteria including: customer service, integrity, knowledge/expertise, communication, value for fee charged & overall satisfaction. Five Star Wealth Manager: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,114 Houston area wealth managers were considered for the award; 218 (7 percent of candidates) were named 2018 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.