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CPA & Financial Advisor Brad Mentzer Joins Pennsylvania Team for MRK Financial Solutions

CPA & Financial Advisor Brad Mentzer Joins Pennsylvania Team for MRK Financial Solutions

July 06, 2021
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MRK Financial Solutions has recently brought on Brad Mentzer as a financial advisor at its Palmyra office – one of four Pennsylvania locations for the firm. Mentzer is a Certified Public Accountant (CPA) with more nearly 30 years of experience in the public accounting profession. He began working with investments in 1999 after adding Financial Services to his accounting practice.

“Brad’s extensive knowledge as a CPA and time working in the financial services industry will be an asset to our firm, and his history with putting his clients first, taking the time to understand their needs, wants and long-term goals will benefit clients greatly,” said David Weaver, managing partner of the east division of MRK Financial Solutions. “We can’t wait to integrate Brad into our team.”  

As a financial advisor, Mentzer will help clarify clients’ financial goals, risk profile and lifestyle need before developing a detailed, long-term plan that aligns with those priorities. In addition to spearheading financial planning, MRK financial advisors manage clients’ investment portfolios, evaluate insurance policies and collaborate with accounting professionals to maximize tax benefits available to clients.

“Most of my career has been spent being more than a CPA or advisor to my clients,” Mentzer said “All my energy, commitment and efforts are focused on my clients and their satisfaction. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all the resources available to help clients pursue their goals. And with my transition to join the MRK team who share a similar philosophy, together we can help clients make the most of their financial opportunities.”

About MRK Financial Solutions, East Division:

MRK Financial Solutions operates offices in Pennsylvania, Minnesota and Wisconsin and offers comprehensive, tax-smart financial advice for business owners, entrepreneurs and growing families. Plans are customized to clients’ unique goals and address other key components of financial success such as cash flow and debt management, saving for retirement and education planning. Located at 520 S. Pitt St. in Carlisle, Pa., MRK’s east division also serves clients in Lancaster, Pottsville and New Holland through strategic partnerships with tax and accounting firms.

For more information, visit mrkfinancial.com. 

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency.