Here's what I believe is the right way to do business:
Care for our clients in the way we want for ourselves. I founded the firm to be the kind of place where we want to be clients. We would want to be respected, informed, and heard. We don't expect our clients to demand any less.
Know our clients and their goals. I understand that investing is more than just a numbers game. There's emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments are not necessarily the best for everyone. When we first get to know each other, we'll ask you a lot of questions so that we can learn about you as a person, and then we can tailor your investments accordingly. We want to be just as excited about your dreams as you are.
Treat clients like people, not like portfolio balances. One thing you will notice about my firm is that we are friendly. Down-to-earth. Good listeners. Having been in the business since 1994, I've encountered this mix of attitudes—and a whole lot of market cycles (both good and bad!). I have a lot of perspective that can help keep you on an even keel through the ups and downs.
Empower clients to feel confident about their decisions. You don't have to know the difference between a REIT and a UIT when you come to see us. We're happy to explain it to you if you're curious. If you're not, that's okay, too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.
Practice time-tested financial approaches. At Merkle Financial Group, we follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we'll work with you to adjust your course of action accordingly. We monitor your portfolio's performance so you don't have to worry.