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Derek M
CFP®, Series 65
Georgetown, KY
Nectarine
Derek Merkler is a CFP® with nine years of industry experience, currently serving as an advisor at Nectarine. His prior work history includes roles at Trophy Point Financial Planning, LLC, XYPN Invest, Greenheck Group, Borg Warner, Parsonex Advisory Services, Inc., and eight years in the U.S. Army. Outside of financial advising, he manages a thoroughbred horse breeding and racing operation through Trophy Point Thoroughbreds, LLC. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through a fee-for-service model. The firm emphasizes long-term asset allocation using low-cost, index-based funds and offers a proprietary financial-aggregation app, with advice focused on planning topics rather than portfolio management.
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