Mersberger Financial Group is now Merit Financial Advisors

Our team in Sheboygan Falls, previously known as Mersberger Financial Group, has been part of Merit Financial Advisors since August 2022! Offering a high level of service and resources to pursue your financial goals.

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Services Offered

Individuals and Families:

  • Wealth Management
  • Tax Planning Strategies
  • Retirement Planning
  • Estate Planning
  • Asset Protection
  • Financial Planning
  • Financial Education
  • Proprietary Investment Models

Financial Planning:

  • Wealth Enhancement
  • Wealth Transfer
  • Wealth Protection
  • Charitable Giving

Life Transitions:

  • Retirement
  • Divorce
  • Career Change
  • Widowhood

Independent Advisors:

  • Operations
  • Staffing Training
  • Marketing
  • Investment Management
  • Growth
  • Success Planning
  • Financial Planning
  • Asset Management
  • Practice Management
  • Technology
  • Compliance

Employers/Retirement Services:

  • Retirement Solutions
  • Retirement Account Management
  • For-Profit Companies
  • Non-Profit Organizations
  • Governmental 457 Plans
  • Employee Wellness Programs

Institutions:

  • Investment Policy Statement (IPS) Implementation and Review
  • Portfolio Construction and Management
  • Charitable and Planned Giving Portfolios and Management
  • Financial Education

Business Valuations

Investment Strategies: Leveraging an in-house team of CFA® expertise, industry-leading technology, internally constructed portfolio models, and robust analytical research platforms to help clients pursue their financial goals.

Meet Our Team
Client Access

Contact Our Team

Wisconsin Locations are Expanding!

View our additional branches part of our team in Wisconsin:

Resources

We’re here to guide you in enhancing and protecting your wealth. Through innovation, we leverage the right tools, resources, and solutions to best serve you. With a wide range of resources focused on financial education and tips, powered by leading-edge technology and cybersecurity, and a robust website with calculators and market updates, we can help you gain further insight into your financial plan.