MERKLE RETIREMENT PLANNING

Overview

Merkle Retirement Planning is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual, family and select institutional clients. The firm centers its advice on comprehensive financial planning and discretionary portfolio management for individuals and small businesses, and supplements that with selection of third‑party managers, periodic publications and client education through seminars and workshops. It also operates as an insurance broker, which informs its use of insurance products such as annuities alongside traditional investment vehicles. The firm’s stated investment tilt is toward pooled public funds and mutual funds as core portfolio building blocks, while maintaining the flexibility to allocate to outside managers for specialty exposures. Merkle Retirement Planning does not position itself as an active ESG investor and is not registered as a multi‑state adviser. Its fee arrangements are mixed—percentage of assets under management, hourly charges and fixed fees are all used depending on client engagement.

Assets & Accounts

Investments & Alternatives

Location & Offices