MRK Financial Solutions has been providing independent, unbiased investment and financial planning services for its clients for more than 25 years representing approximately 1,500 households, corporations, and retirement plans. MRK Financial Solutions Advisors’ clients come from a broad array of industries and are varied in size.
Holistic financial planning will transform your personal goals into an actionable strategy. From estate planning to stock option management, your financial success hinges on identifying and accessing investment management and financial planning that is specifically structured to address your unique needs.
As a fiduciary consultant, the guidance that we provide to retirement plan participants and sponsors takes a complex industry and makes it easier to understand, without concern for proprietary products or guidance that does not fit your organization’s goals.
We have an in-house Portfolio Management and Investment Committee which means your portfolio receives the benefit of our ongoing management and attention. Your advisor is focused on your long-term goals and financial plan with the backing of a credentialed team of portfolio management professionals.