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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


Asset Management

  • Fiduciary Approach
  • Managed Advisory Accounts
  • Individual Stock and Bond Strategies
  • Downside Protection/Minimizing Volatility
  • Income Producing Strategies

Financial Planning

  • Customized Financial Plan
  • Wealth Accumulation for Retirement
  • Retirement Income Strategies
  • Social Security Analysis
  • Medicare Analysis
  • Longevity Planning

Asset Protection

  • Legacy Planning
  • Insurance Analysis
  • Liability Insurance Review
  • Long-Term Care Discussion
  • Wealth Transfer Strategies
  • Medicaid Planning

Estate Planning

  • Estate Transfer Discussion
  • Necessary Legal Documents Discussion
  • Legacy Planning
  • Wealth Transfer Strategies
  • Estate Tax Planning Strategies

Tax Planning Strategies

  • Minimization of Taxes
  • Roth vs. Traditional IRA Analysis
  • Income Planning
  • Analyze Impact of IRA Distributions
  • Capital Gains Analysis
  • Wealth Transfer Strategies

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