Partnerships

Over the past three decades, MRK Financial Solutions has evolved from working exclusively with individuals and families to sharing financial guidance with accountants, independent advisors, and other businesses to meet the retirement and wealth management needs of their clients or employees. With dedicated qualified plan and business development specialists on staff, we have the expertise and bandwidth to be a resource for a variety of strategic partners. 

• Partnerships for Qualified Plans: We remove the administrative burden of offering qualified plans by designing & facilitating retirement plans tailored to your business’s & employees’ needs.
• Partnerships with Accountants: We collaborate with accountants to meet their clients’ wealth management needs, minimize tax liabilities, or create a succession plan for the future of their business.
• Partnerships with Independent Advisors: We help independent advisors streamline & effectively grow their practices by providing the direction, support, & resources of a larger team.
• Partner Directory: Search the list of accountants & independent advisors we partner with today.
• Schedule a Consultation: If you’re interested in a potential partnership with MRK Financial Solutions, submit your information on this simple form, and we’ll be in touch soon.