The fine print, in the same plain words as everything else.

Advisory and brokerage relationships

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Merkel Wealth Management. Kestra IS and Kestra AS do not provide tax or legal advice, are not affiliated with any other entity listed on this website, and are not responsible for the content of third-party websites linked here.

No offer or solicitation; jurisdictions

This website is published for residents of the United States and is intended for informational purposes only. It does not constitute an offer to sell, or a solicitation of an offer to buy, any security or investment product, and it is not personalized investment, tax, or legal advice. Advisory services are offered only to residents of states where Merkel Wealth Management and the adviser’s representatives are properly registered or notice-filed, or where an applicable exemption applies. Nothing on this site should be interpreted as rendering services in any jurisdiction where doing so would be unlawful.

Investing involves risk

Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results. No strategy - including diversification, asset allocation, or rebalancing - assures a profit or protects against loss in declining markets. Any forward-looking statements on this site are opinions and are not guarantees.

Website content, articles, and tools

The articles and essays on our Insights page are educational in nature, reflect the authors’ views as of their publication date, and may become outdated as markets and laws change. They are not recommendations for any specific person, security, or strategy. Content published on this website is reviewed and approved under our compliance procedures, consistent with FINRA rules governing communications with the public, before it appears here.

No client relationship through this website

Visiting this site, reading its content, or sending us a message does not create an advisory or client relationship. Please do not send confidential account information, trade instructions, or time-sensitive requests through the contact form; contact us directly by phone instead. Trade instructions cannot be accepted by email or website form.

Third-party links and client portals

• The Client Login menu links to independent platforms operated by eMoney, Albridge, BlackRock, Wealthscape, and SEI. We provide these links for convenience; we do not control and are not responsible for their content, security, or availability.
• Account values shown in third-party portals may differ from official custodial statements. Your custodian’s statements are the official record of your accounts.
• Links to any other third-party websites are provided as a courtesy and do not imply our endorsement of those sites or their content.

Check our background

You can check the background of Merkel Wealth Management and its financial professionals on FINRA’s BrokerCheck at brokercheck.finra.org, and review the firm’s Form CRS and Form ADV, available on request by calling (614) 481-4455.

Questions about these disclosures

Merkel Wealth Management, 1901 Northwest Boulevard, Upper Arlington, OH 43212 · (614) 481-4455 · info@merkel-inc.com.