Financial Planning for Business Owners & Entrepreneurs

Who We Best Service

Maybe you’ve been running your small business for years, or perhaps you’re preparing to take over the family business. Every day, you juggle paperwork, personal responsibilities, and—of course—managing the day-to-day operations of your business.

Or maybe it’s time to slow down, sit back, and enjoy the rewards of your hard work. You’ve built something great—now let us take care of the complexities of retirement and legacy planning, so you can focus on what truly matters.

No matter where you are in your journey, we’re here to help you navigate the next steps with confidence.

It’s OUR MISSION.

^Executives

Pursuing your own career goals leaves little time to tend to your personal finances. With a busy lifestyle and complicated financial decisions, it can be hard to know where or how to start. Partner with a team who can help you reap the rewards of your hard work, minimize risk, and integrate your corporate life with your wealth plan.

^{Entrepreneurs and Business Owners}

No one understands the life of an entrepreneur quite like an entrepreneur. The mindset of growth and intentionality is built into the DNA of the Merkel Wealth Management. What do you want out of your business? What is your plan for the next three, five, or ten years? We bring a unique perspective to business planning because we have been there ourselves. Family Decision Makers

^{Family Decision Makers}

If you’re taking care of your family, who’s taking care of you? There are so many choices to be made regarding your own future and the future of your family. From just you and your spouse, to having young children or facing an empty nest and retirement, we’ll help you through every season of life.

Executives

We know you're focused on building your career and excelling in what you do best. Managing your finances and securing your future shouldn’t be an added burden. Our expert team will design comprehensive, tailored plans to protect your wealth and legacy—starting today and lasting for generations.

Investment Management
Financial Planning
Tax Strategy & Optimization
Estate & Legacy Planning
Risk Management & Asset Protection
Business & Liquidity Event Planning
Family Office Services

Entrepreneurs and Business Owners

Our founder is an entrepreneur, and has been since the age of 11 (read her story here!). We understand the drive you possess – the purpose you need to fulfill.

And we want to help you do it. Anything you need help with for your business – tax planning, structure, what’s next for your business, retirement plans, or employee benefits – we have the experts on our team to help you do it.

Employee Benefits Planning
Retirement Plans
Buy/Sell Strategies
Business Continuation Planning
Salary Continuation
Deferred Compensation Plans
Deferred Compensation Alternatives
Executive Benefit Planning
Section 162 Plans
Executive Bonus Plus
Executive Bonus
Disability Planning
Succession Planning

Family Decision Makers

Providing for your family can be stressful and overwhelming. We’re here to ensure you’re taken care of and that your money is working for you—building a secure future with confidence. Our strategic financial planning lets you focus on what truly matters—spending quality time with your loved ones—while we handle the rest.

Investment Management
Financial Planning
Retirement Planning
Tax Planning & Optimization
Estate Planning
Insurance & Risk Management
Debt & Cash Flow Management
Education & College Savings Planning
Charitable Giving Strategies
Real Estate & Asset Management