Meet the Merkel Wealth Management Team
Seven advisors and staff led by Michelle Merkel, CFP®, serving Upper Arlington and Columbus, Ohio.
More than aclient.
Your wealth partner · Upper Arlington, Ohio · Est. on Northwest Boulevard
Built small, on purpose.
Merkel Wealth Management is led by Michelle Merkel, CFP®, AIF®, in the business since 1992, and recognized along the way from the Principal’s Hall of Fame to Columbus Business First’s “Forty Under 40.” What drives the firm is simpler: helping clients pursue growth and build a vision for their lives.
Three decades in, we're still a boutique. That's the point.
Committed, compassionate, connected isn't a tagline we print. It's how the team shows up every morning.
"Shaping your story, together."
In the business since
People, one team
Philosophy
Committed · Compassionate · Connected
Committed
Decades-long relationships. We stay in the room.
Compassionate
Advice that starts with listening, not selling.
Connected
To your family, your advisors, your community.
Rooted here, proud of it.
From the corner of Northwest Boulevard and North Star Road, we've watched this city grow, and grown with the families and businesses building it. Local isn't a limitation. It's a point of view.
Come meet the team.
1901 Northwest Boulevard, Upper Arlington. The coffee's good.