A complete list of active advisors currently associated with Mertz Capital

Warmer can help you find a great advisor at Mertz Capital or one who fits your needs even better.

Mertz provides investment advisory and financial planning services to individuals and high‑net‑worth individuals, including portfolio management, risk assessment, estate-planning consultation, and broader financial decision-making support. It offers both discretionary and non‑discretionary managed accounts and allows clients to impose written restrictions on investments. The firm tailors advice to clients’ stated objectives, time horizons, and risk tolerances and employs asset‑allocation frameworks alongside techniques such as dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases as appropriate. Accounts are reviewed at least quarterly and the firm operates through an independent custodian and brokerage platform for trade execution and custody arrangements. The brochure discloses that Mertz may recommend and manage accounts through a wrap‑fee program, a service relatively uncommon among independent advisers. It also notes that the firm’s sole adviser holds an insurance license and may offer commissionable insurance products (disclosed as up to 30% of the adviser’s time), a potential conflict the firm addresses in its disclosures and code of ethics.

To learn more about the advisors currently working at Mertz Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.