Merkel Wealth Management is a fee-based fiduciary advisory serving business owners and family decision-makers with financial planning, investment management, and exit planning since 1992.
Whether you're selling the business you spent a lifetime building or making decisions your family will feel for generations, the stakes are the same. From Upper Arlington, Ohio, we walk alongside business owners and family decision-makers alike, turning complexity into lasting security and purpose.
1901 Northwest Blvd, Upper Arlington OH · (614) 481-4455
We could tell you about our years of experience, our awards, and the rigors of our financial planning process. Our team has all of that. But it isn't the awards and education that create an exceptional experience.
What sets us apart is the way we are here for you from the beginning. Understanding your story with compassion and sacrifice. Creating a lasting imprint on what you were able to build.
Partners in the room, not on the phone tree.
The year Michelle entered this business
People on one dedicated team
Forum 400, top advisors nationwide
Relationship that changes everything
For owners and executives: entity, equity and cash-flow strategy coordinated directly with your CPA and attorney.
Selling is one of the biggest decisions you will ever make. We plan the exit years before it happens, and the life that comes after it.
What you built should go where you intend. We coordinate the details so your vision outlives you.
Evidence-based portfolios, built around your taxes, your timeline, your tolerance, not a model number.
Retirement plans your team actually uses. We design, run and service the plan, and educate your people so participation sticks.
Protection for the people who keep your business running, if life takes an unexpected turn.
The Typical Firm
A Unique Solution Built for You
Business owners and family decision-makers are our home turf; executives and retirees get the same table.
Owners with a burning desire to change something about the world around them.
Choices that echo for generations — made together, with a plan.
Climbing the professional ladder, complexity made simple.
The advice you need, right when you need it.
Dominating their start-ups, with advice that keeps pace with ambition.
Seven people. No call centers, no hand-offs. When you call Merkel, you get someone who knows your name and your plan.
Michelle Merkel
President & Founder
Kyle Reichenbach
Director, Planning
Jack Dobies
Director, Growth & Integration
Anne Shukwit
Director, Operations
If you're looking for experienced guidance through complexity, a partner who co-plans and co-creates your future, we should talk.
No obligation. No pitch. A conversation about fit, that's all.
