The Evolution of MFG

Our executive team reflects on Mersberger Financial Group's growth over the past 28 years. Discover how we adapt, learn, and grow to offer you exceptional service in an ever-changing environment.

Zachary R. Mersberger, CFA®, CRPC, AIF®
Joshua P. Mersberger, CFP®, CRPC
Peter J. Mersberger, LUTCF®
Marilyn L. Mersberger
Donald C. Hammond, CFP®, AIF®, MBA

May. 16th, 2022

The Evolution of MFG

As our team at Mersberger Financial Group enters our 28th year of helping clients achieve their financial goals, we reflect on the growth and evolution of our firm. We felt that the time was right to update and refresh our brand to align with the firm we are today. We are excited to unveil our new brand as we strive for excellence for all our clients!

Thanks to our wonderful clients, our firm has continued to thrive and grow, allowing us to add team members to maintain the high "Level 10" service standards our clients expect. Our firm has also continued to adapt to the rapidly evolving and changing world and strives to stay on the cutting edge of technology and new investment trends.

We wanted to highlight areas of our firm that allow us to add a high level of value to our client's financial lives:

  • Our team has grown by eight individuals in the last three years, now consisting of 20 experienced and highly educated members. We have segmented our specialized teams into the following areas: Advisor Team, Wealth Management Team, Client Services Team, Client Relations Team, and Marketing Team.
  • We provide industry-leading expertise with six Certified Financial Planners (CFP), five Chartered Financial Analysts (CFA), and two Certified Public Accountants (CPA). Our commitment to education gives us industry-leading expertise in financial planning, wealth management, estate planning, and tax planning.
  • Our firm's Assets Under Advisement (AUA) are in excess of $1.4 billion as of 12/31/21. Our scale allows us to offer the advantages and services of a large firm, while our small size and local presence allow us to continue to provide unmatched levels of client service.
  • Our knowledgeable and robust ownership/executive team, ranging in age from 32-63, allows us to maintain a holistic view of what is needed to enhance our ability to serve clients in a rapidly changing and evolving landscape.
  • Our team is well-rounded with expertise in providing solutions and recommendations for Individuals, Employers/Business Owners, Non-Profits/Institutions, and Retirement Plans.

As we celebrate our 28th anniversary of helping clients achieve their financial goals, we felt that the time was right to update our logo and brand to align with the growing firm we are today. We are excited to unveil our new logo and brand as we continue to strive for excellence for all our clients!

It may also be noticed that we have updated our M Squared Advisory Group brand as well. We are pleased to announce our Employer Plan services have been rebranded to Mersberger Advisory Group, LLC. 

As clients, what does this mean for you? You can trust that your team at Mersberger Financial Group continues to provide the exceptional service that you have grown to expect year after year. Do you have questions about our team or our brand? Contact us!

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