Mersberger Financial Group is a financial services firm committed to helping clients organize all areas of their financial lives so that they can attain their financial goals. As fiduciaries, our advisors are dedicated to providing a Level 10 service to our clients as they chart their course toward financial security.
An advisor is a fiduciary if they are required to put the client’s interests ahead of the advisor’s interests in everything the advisor does.
Mersberger Financial Group’s financial advisors are fiduciaries for all fee-based client accounts we utilize for client assets. Our goal is to provide each client with the best possible solution that puts clients' needs as a priority.
As a fiduciary, we take great pride in expanding our expertise to better serve you. It is our goal as a firm to help guide you on your path to attain your financial goals. We make it a priority to invest in our employees so that they can invest in your financial future.
We Are Invested In Your Financial Success
We are vigilant. We start by identifying your unique situation and take a holistic approach, focusing on aligning your deeply held values and goals with all aspects of your financial plan. We strive to show our dedication to your immediate and long-term needs.
We make an impact. By providing customized financial plans and internally managed investment strategies backed by research, we aim to positively position you for financial success.
We are nurturing. When you work with our advisors, you have a lasting partner on your team who gets to know you and your goals. Each time you work with us, we strive to give you Level-10 Service.
We are experienced. We want you to feel confident in reaching your financial goals. That's why we provide you access to a full team with a high level of expertise.
We are nurturing. When you work with our advisors, you have a lasting partner on your team who gets to know you and your goals. Each time you work with us, we strive to give you Level-10 Service.
We are experienced. We want you to feel confident in reaching your financial goals. That's why we provide you access to a full team with a high level of expertise.
Mersberger Financial Group is a comprehensive financial services firm committed to helping individuals, institutions, employers, and advisors along their unique financial journeys. Our scale allows us to hire more nuanced experts who are able to apply their knowledge and experience across many areas.
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.
Mersberger Financial Group was founded in 1994 by Peter and Marilyn Mersberger and today consists of a team of professionals dedicated to helping clients reach their financial goals. Mersberger Financial Group is equally owned and operated by the members of the executive team; Peter Mersberger, Marilyn Mersberger, Joshua Mersberger, Zachary Mersberger, and Don Hammond. In 2020, Don Hammond merged his practice with Mersberger Financial Group, taking a role on the firm’s executive team and adding his expertise in employer-sponsored retirement plans.
At Mersberger Financial Group, we invest in our team first so that they can better help you reach your financial milestones. As much as we encourage our team to better themselves for our clients, we also have a strong focus on work-life balance, giving our team the flexibility and tools they need to be their best selves in and out of the office.
Sheboygan County's Best Financial Planning Firm, 2016-2022
Each year, the USA Today Network with the Sheboygan Press recognizes a standout Financial Planning firm that is voted and selected by the community. We are honored to be chosen by the community to receive this multi-year acknowledgment and are looking forward to continuing to provide a high level of service to our clients.
InvestmentNews Best Places to Work for Financial Advisors, 2020-2022
Each year, InvestmentNews recognizes standout employers in the financial advice industry ranging from small practices with less than 20 people to large practices with hundreds. The list of top firms is compiled by Best Companies Group through online employee and employer surveys which collect information to determine the strengths of each firm. This program is dedicated to identifying and recognizing advisory firms that empower, encourage, and inspire employees to provide their clients with the best possible investment and financial planning advice. The awarded firms invest in creating a work atmosphere and culture that attracts the best employees. We are honored to receive this multi-year acknowledgment and look forward to continuing to provide a high level of service to our clients and a great environment for our team members to thrive.
We are blessed to be able to give back to our local community in Sheboygan Falls, Sheboygan, and the surrounding area.
Sheboygan County Cancer Care Fund
Sharon S. Richardson Community Hospice
St. Nicholas Hospital
JMKAC
SASD
Sheboygan Falls School District
Christ Child Academy
UW Oshkosh
Sheboygan County 4H
Sheboygan County Conservation Association
Marshview Conservation Club
Muskies
Ducks Unlimited
Woods Water Wildlife
Pheasants Forever
Meals on Wheels
Children's Hospital of Wisconsin Lakeshore Miesfeld's Weekend
Children's Hospital of Wisconsin
Pine Haven Christian Communities
Friends of the Poor
JDRF
Habitat for Humanity
Feed my starving children
Kiwanis
Rightway Club
YMCA
YMCA of Sheboygan County
Big Brothers Big Sisters of Sheboygan County
The Gathering Place
The Salvation Army
United Way
Sheboygan County
Sheboygan Falls Chamber
We are proud to be a part of and share our expertise in Chambers in the surrounding area.
Sheboygan Falls Chamber
Sheboygan County Chamber
Green Bay Chamber
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