Why Mersberger Financial Group

Simply schedule a Discovery meeting with one of our financial advisors to talk about your situation. Prior to this initial meeting, you will have a brief phone conference with one of our financial advisors where they will discuss your concerns, questions, and major reasons for wanting a meeting. After your initial meeting, you will have a good understanding of how Mersberger Financial Group can benefit you and whether you wish to become a client. 

We make it a priority to know your financial goals for the future so we can help you reach each milestone. That means that our team, from Client Services to Wealth Management, to Advisors and beyond, has a deep understanding of who you are and where you hope to be. We take your hopes and dreams into consideration in your plans, getting to know you and your story, and ensuring we provide you the best service at every touchpoint. Level-10 service is what you receive when our focus is solely on you and your success.

No, there is no fee for an initial meeting. It will be a chance for you to meet a financial advisor, ask questions, and share information about your financial goals and expectations so you can decide how to proceed.

Mersberger Financial Group primarily works with clients through a fee-based, assets under management approach.

If you wish to engage us solely for financial planning, an analysis of your overall financial situation, or a consultation on a specific financial issue, then an hourly fee will be determined between you and the financial advisor based on the extent and intricacy of the analysis.

Our advisory clients pay no commissions, trading costs, or brokerage fees. Instead, our advisory accounts feature a single annual fee. It is calculated monthly and debited from your account in arrears, based on the beginning and ending values of all of the accounts in your household (adjusted for any money you deposit or withdraw during the month). Your monthly statement will show the management fee for the month, and you will also receive a year-end summary.

The fee is based on the value of your account. So, the more you invest, and the higher your account value grows, the lower your rate - potentially providing valuable savings to you. This fee structure means that we do better when you do better so our focus is always on maximizing your success.

We do have a succession plan that has already been implemented. With a five-person ownership group/executive team ranging in age from early 30s to early 60s, our ownership has a depth of experience and continuity to give our clients the confidence that we will be there for them throughout all the financial goals of their lives.

Yes, you may view your account online from the Client Access tab on our website. If you need assistance with setting up online access, please call our office at (920) 467-4909 and one of our associates will gladly help you.