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Mission Statement

The goal of Mersberger Financial Group is to help clients organize their financial lives so that they can live their ideal lives.

Mersberger Financial Group advisors create holistic plans that catered to each client’s specific needs and situations. Mersberger Financial Group advisors create personalized financial plans for clients, continually updates and monitors your personalized financial plan, performs money management duties using a broadly diversified portfolio customized to each client’s risk tolerance and financial plan (see MFG Investment Policy Statement), and aids clients in the areas of estate planning, tax planning, and asset protection. Additionally, Mersberger Financial Group advisors introduce their clients to subject matter experts who help organize their estate plans, tax plans, and asset protection strategies.

Each area of need is addressed, and Mersberger Financial Group’s planning process created by the advisors are designed to keep clients at a “Level 10” of financial organization for life.

Mersberger Financial Group’s services are best suited for high net worth individuals or those with investable assets of $500,000 or more. Mersberger Financial Group’s services are best suited for clients who realize there are only 168 hours in a week and wish to live and enjoy their ideal lives.

Our slogan, “Helping You Organize Your Financial Life” is simple: clients should enjoy the life they want and allow Mersberger Financial Group to help them take care of their financial lives.