
Zach Mersberger
CEO, COO, Financial Advisor

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About me
Regional Director, Branch Manager, Partner at Merit Financial Advisors
Education

University of Wisconsin Oshkosh
2007 - 2011Finance Minor in Entrepreneurship
Experience

Mersberger Financial Group, Inc.
Jun 2011 - Aug 2022CEO, COO, Financial Advisor
Merit Financial Advisors
Aug 2022 - nowRegional Director, Branch Manager, PartnerInvestment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together.Merit’s Awards and Accolades:- 2024 InvestmentNews RIA Firm of the Year- 2024, 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work for Financial Advisors byInvestmentNews- 2023 Barron’s Top 100 RIA Firms- 2023 Baron’s Top 100 Private Wealth Management Teams- 2023 Forbes Top RIA Firms- 2023 RIA Intel RIA of the Year $1Billion+- 2021 Barron's Top Private Wealth Management Teams- 2020 Forbes Top 250 Wealth Advisors- 2020 - 2024 Inc. 5000 Fast Growing Private Companies in America Show less
Licenses & Certifications

Chartered Retirement Planning Counselor
College for Financial Planning
Chartered Financial Analyst (CFA)
CFA Institute
Accredited Investment Fiduciary (AIF)
Center for Fiduciary Services, Inc.
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