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Wealth Creation | Preservation | Distribution ®
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Christian integrity |
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Conservative values and ideology |
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Collaborative, common-sense decision making |
Merkle Financial Group is known for common-sense, conservative values combined with foresight and unmatched attention to detail. The firm was founded because the typical Wall Street model is rife with conflicts. Louis places his focus on your bottom line, not the firm's.
As an independent adviser, Louis has been providing his clients with concierge service since 1994. His wealth management discipline applies to a broad and diverse audience. It is as effective for those interested in creating wealth, as it is for those who want to preserve and distribute their wealth.
Our approach is to build a trusting relationship in which we endeavor to focus on the meaning and purpose of your life. Then we help make the financial decisions that support your unfolding life and its financial requirements. Our purpose is to help you connect your money and your values with your life. Not only today, but in all stages of your life.
Because we are independent, most all registered investments are available without conflicts of interest. An extensive and unbiased stable of both fixed and variable insurance products can be offered where suitable and appropriate to meet the needs of the client. Corporate clients can take advantage of retirement plan setup and take-over services, in addition to various executive benefits.
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Areas of Focus
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Securities and Advisory Services offered through Commonwealth Financial Network ®,
Member FINRA (www.finra.org), SIPC (www.sipc.org), a Registered Investment Adviser. Strictly intended for individuals in: CA, CO, CT, KY, MO, OH, TN, TX. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 136,500 consumers) and registered financial services representatives (over 10,000 financial services professionals) to evaluate the approximately 2,500 wealth managers in the Houston Region (includes Austin, Brazoria, Calhoun, Chambers, Colorado, Ft. Bend, Galveston, Grimes, Harris, Jackson, Liberty, Matagorda, Montgomery, Polk, San Jacinto, Trinity, Walker, Waller, Washington, and Wharton counties in the state of Texas). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Houston Region.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Texas Monthly (Houston Region).
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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