Merkle Financial Group
Wealth creation, preservation, and distribution. We're committed to you and what's most important to you. Trusted, responsive, objective, prepared, forward thinking, and experienced.
Grandad and granddaughter
Mom and daughter
Who We Are
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.
Work with a Team You Can Trust
2012 - 2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award was presented 07/01/2025 based on data gathered within 12 months preceding the issue date. 3571 Houston-are advisors were considered, 195 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com
