At Merkle Financial Group, we not only have the knowledge and experience to help you pursue your financial goals, but we care about you as clients, too! We are always ready to address your concerns, answer your questions, and put you at ease.

I founded Merkle Financial Group because I felt that many people were being underserved by the typical Wall Street model of the investment firm: the one where they sell you their own products in order to meet their target sales goals, not your financial goals.

I feel that we have greatly improved upon the model!

We offer you an environment where you can feel confident:

• That you can expect prompt replies from us to your directions or inquiries
• That your money is working toward your goals effectively
• That your wishes and opinions will be respected
• That your needs are taken into account
• That your investments are recommended because they are best for you, not for some corporation
• That you have access to unbiased research and information to help you make informed decisions

It has always been my belief that the most effective use of my time as a financial professional is servicing my clients. My clients are always my first priority, and I believe that focusing on helping them pursue their financial goals is the key to building the foundation for a strong relationship. Unlike most Wall Street firms, Merkle Financial Group does NOT require a government bailout.