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