Why Mersberger Financial Group

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.

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MFG's sign outside of their Sheboygan Falls office
MFG's sign outside of their Sheboygan Falls office

Our Fiduciary Responsibility

What is A Fiduciary?

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. 

Are you a Fiduciary?

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.

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About Our Firm

Mersberger Financial Group

                                A retired couple rides bikes through woods

                                A retired couple rides bikes through woods

                            A family sits on their front porch

                            A graduate throws their cap
About

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’s Foundation

Our History

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.

Old photo of Mersberger family in front of their office

                    MFG's circle icon

Mersberger Financial Group's Culture

Developing Our Team & Community

                                MFG team members at the Packer game

                                MFG team members at the Packer game

                                    MFG team members at the Packer game
Invested In Our Team

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.

Awards & Achievements

Sheboygan County's Best Financial Planning Firm, 2016-2021 
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.

Proudly Giving Back

We are blessed to be able to give back to our local community in Sheboygan Falls, Sheboygan, and the surrounding area.


                                            Cancer Care fund logo

Sheboygan County Cancer Care Fund


                                            Sharon S. Richardson Community Hospice Logo

Sharon S. Richardson Community Hospice


                                            St. Nicholas Hospital Logo

St. Nicholas Hospital


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JMKAC


                                            SASD logo

SASD


                                            Sheboygan Falls School District logo

Sheboygan Falls School District


                                            Christ Child Academy Logo

Christ Child Academy


                                            UW Oshkosh logo

UW Oshkosh


                                            Sheboygan County 4H Logo

Sheboygan County 4H


                                            Sheboygan County Conservation Association Logo

Sheboygan County Conservation Association


                                            Marshview Conservation Club Logo

Marshview Conservation Club


                                            Muskies Logo

Muskies


                                            Ducks Unlimited Logo

Ducks Unlimited


                                            Woods Water Wildlife Logo

Woods Water Wildlife


                                            Pheasants Forever Logo

Pheasants Forever


                                            Meals on Wheels Logo

Meals on Wheels


                                            Children's Hospital of Wisconsin Lakeshore Miesfeld's Weekend Logo

Children's Hospital of Wisconsin Lakeshore Miesfeld's Weekend


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Children's Hospital of Wisconsin


                                            Pine Haven Christian Communities Logo

Pine Haven Christian Communities


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Friends of the Poor


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JDRF


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Habitat for Humanity


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Feed my starving children


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Kiwanis


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Rightway Club


                                            YMCA logo

YMCA


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YMCA of Sheboygan County


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Big Brothers Big Sisters of Sheboygan County


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The Gathering Place


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The Salvation Army


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United Way


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Sheboygan County


                                            Sheboygan Falls Chamber logo

Sheboygan Falls Chamber

Chamber Members

We are proud to be a part of and share our expertise in Chambers in the surrounding area.


                                    Sheboygan Falls Chamber logo

Sheboygan Falls Chamber


                                    Sheboygan County Chamber logo

Sheboygan County Chamber


                                    Green Bay Chamber logo

Green Bay Chamber

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