Investor Services MFG Investment Expertise and Commitment Mersberger Financial Group's investment process and asset management strategies are driven by an in-house investment committee featuring industry leading experience and certifications including multiple CFAs® and CFPs®.At Mersberger Financial Group, we pride ourselves on our commitment to client service. There is a dedication to service not only while designing and developing each client’s plan, but throughout every stage of a client’s life and the life of their plan. No matter the complexity and needs of each client’s specific situation, every client fits into Mersberger Financial Group’s service matrix and will be serviced and seen on an ongoing basis. We stress that each client receive several “client touches” and review meetings from Mersberger Financial Group annually. View: MFG Investment Policy Statement Services Asset Management Fiduciary ApproachManaged Advisory AccountsIndividual Stock and Bond StrategiesDownside Protection/Minimizing VolatilityIncome Producing Strategies Financial Planning Customized Financial PlanWealth Accumulation for RetirementRetirement Income StrategiesSocial Security AnalysisMedicare AnalysisLongevity Planning Asset Protection Legacy PlanningInsurance AnalysisLiability Insurance ReviewLong-Term Care DiscussionWealth Transfer StrategiesMedicaid Planning Estate Planning Estate Transfer DiscussionNecessary Legal Documents DiscussionLegacy PlanningWealth Transfer StrategiesEstate Tax Planning Strategies Tax Planning Strategies Minimization of TaxesRoth vs. Traditional IRA AnalysisIncome PlanningAnalyze Impact of IRA DistributionsCapital Gains AnalysisWealth Transfer Strategies I'm Interested in the Investor Services! Name Email Address Phone Message Thank you! Oops!