With over $1.3 billion in brokerage and advisory assets ($830 million in AUM and $489 in AUA), the Mersberger Financial Group team specializes in financial services for individuals, employers, institutions, and advisors.
Whether you are starting to invest, retiring, or wanting to protect the assets you’ve built, Mersberger Financial Group provides specialized financial solutions with a team featuring five CFAs, five CFPs, and two CPAs to deliver industry-leading advice and expertise.
We provide corporations, endowments, and non-profits with customized investment management, financial planning, and planned giving services.
Driven by robust technology, systems, and services, Mersberger Financial Group strives to create successful retirement plan outcomes for plan sponsors and participants alike.
We are required to put our client's interests ahead of our own. We do better when you do better and we pride ourselves on providing independent and personalized advice.
Mersberger Financial Group’s financial advisors act as fiduciaries for all fee-based client accounts. Our goal is to provide each client with the best possible solution.Our Team
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