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About Our Firm

Here’s our story. We look forward to hearing yours.


Weiss-Merkle Financial

An independent financial advisory firm that upholds the fiduciary standard, Weiss-Merkle Financial’s goal is to make sure your money lasts as long as you do. We want to help you meet your goals, plan your estate, reduce investment fees and risk, and actively manage your assets to protect your hard-earned money from potential stock market declines. We work with retirees and pre-retirees within 10 years of retirement, and our focus is putting together a strategy so you know what your retirement income will look like after you no longer receive a paycheck.

At Weiss-Merkle Financial, we aim to help individuals like you maximize the savings you've built over a lifetime and help you make important retirement decisions. We believe you get one shot to get retirement right. That's why we have a team of experienced professionals dedicated to helping you maximize your resources.

Today, many pre-retirees are faced with a wide array of financial concerns:

  • Generating income that will support your long retirement
  • Preparing for your new retirement lifestyle and estate structure
  • Growing your company or perhaps developing an exit strategy while also minimizing taxes, implementing employee benefits and managing a number of other issues

Preparing for retirement is a complicated task. Whether it is because of a lack of expertise, time or resources, going it alone can potentially result in wasting money and time.

Comprehensive Financial Planning & Wealth Management

Weiss-Merkle Financial is an independent, fee-based financial services firm committed to providing our clients with objective advice and outstanding service. We have a unique ability to implement customized solutions for both individuals and businesses by utilizing our own in-house resources while also leveraging the expertise of other professionals.

Our comprehensive financial planning and wealth management services focus on both increasing your wealth and ensuring your assets are protected.

For our business clients, we also offer cutting edge benefits programs for companies that want to give their employees the best in benefits while containing costs. Not only can we provide a cost-effective, robust benefits package, but we can also combine these programs with comprehensive, objective financial advice to help employees make the most of their benefits.

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at or call us at 515-278-4110 today!


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