PLYMOUTH, Minn. (Oct. 8, 2020) – Local financial planning firm MRK Financial Solutions announced today a merger with Pennsylvania-based True North Wealth Management and the opening of a new office in Amery, Wis., accelerating the company’s plans for national growth.
MRK Financial Solutions, which Michael Kobs founded in 1989, has offices in Plymouth and St. Paul, Minn. and recently opened its first Wisconsin location in partnership with a local accounting firm, Overby Financial Services. Through its merger with True North Wealth Management, MRK Financial Solutions will establish additional locations in Palmyra and Carlisle, Pa.
“Minnesota has been home to MRK Financial Solutions for three decades, and we’re incredibly proud of the clients our team has been able to help here,” said John Lammers, partner and director of business development for MRK Financial Solutions. “There are people across the country who need our comprehensive and tax-smart approach to financial planning and investment management, and formalizing our collaboration with likeminded partners such as True North Wealth Management and Overby Financial Services expedites our ability to serve clients in new regions.”
The merger enables MRK Financial Solutions to share advanced financial strategies, portfolio management capabilities and business development opportunities with longtime peer and founder of True North, Dave Weaver. All Pennsylvania locations will consolidate under the moniker ‘MRK East’.
MRK Financial Solutions’ new Wisconsin office is located at 741 Harriman Ave. in Amery. The facility is also home to strategic partner Overby Financial Services, which will provide accounting, bookkeeping, payroll and tax return preparation services for Wisconsin clients and refer them to MRK Financial Solutions for comprehensive financial planning, investment management and insurance planning.
About MRK Financial Solutions:
Founded in 1989 by Michael Kobs, MRK Financial Solutions specializes in comprehensive financial planning for business owners, entrepreneurs and growing families. Plans are customized to clients’ unique goals and address other key components of financial success such as investment management, insurance planning and tax liabilities. The firm also advises businesses on selecting and administering qualified retirement plans for their employees, and serves as a collaborative partner with accountants, fellow advisors and other financial professionals in clients’ lives. For more information, visit mrkfinancial.com.