Financial Services for Advisors

Mersberger Advisor Services is a subsidiary of Mersberger Financial Group dedicated to helping advisors improve and expand their practice by assisting with technology, compliance, marketing, practice management, operations, and asset management. We recognize independent advisors desire freedom to create their own path and build a practice without constraints. Our a la carte offering allows firms to utilize our structure in their own unique way that fits them best.

Advisor Services
An advisor stands in front of a whiteboard
An advisor stands in front of a whiteboard

Helping Advisors Serve Clients

Fiduciary Partners

We assist advisors increase efficiencies by standardizing processes in areas they have the ability to control, while still making the experience for the client feel customized specially for them. Leveraging our years of experience and expertise, we give advisors more confidence to pursue advanced cases to confidently provide solutions and build deeper relationships.

Two young professionals sit together
The fiduciary group logo

From workflow enhancements, process improvements, finding new talented staff, to bringing on new acquisitions, or simply looking to enhance organic marketing and referrals, we are here to unleash your growth potential.

"Mersberger Advisor Services...built by advisors, for advisors."

Sample of Current Members

A Network of Advisors

Are you interested in joining Mersberger Advisor Services? Our ideal advisor has $25 million+ AUA, is actively pursuing growth, is looking to outsource certain business or asset management functions, and has a culture that is ethical, honest, transparent, and motivated. Get to know a few current members.

Schneise & Associates

Joined July 2018

Jochimsen Wealth Management, LLC

Joined February 2019

Solid Rock Investing

Joined February 2020

Let’s Create Your Financial Story

Contact Us to Get Started

Join Our Mailing List

Subscribe to get updates, and expertise content from our team.