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.