Merkley Wealth Associates

About Us

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We provide quality information to help you identify your goals and make sound decisions.

Our services include:

Retirement planning
Estate and senior adult planning
Investment strategies
Financial analysis
Legacy planning
Survivor benefits
Disability insurance
College planning
Personal budgeting
We also provide educational outreach through educational seminars and custom presentations for groups of any size

We also work with a group of trusted financial advisors who specialize in several areas, such as estate planning and elder law, long-term care*, health insurance and Medicare, property and casualty insurance, and more.