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Erold Merko, CRPC®'s Linkedin Analytics

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Erold Merko, CRPC®

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I grew up with two educators as my parents, so I believe teaching is ingrained in my DNA. My wife and life partner of the past 20+ years is also an educator. The majority of the clients I work with are College Professors, Educators and Medical Professionals who either teach at medical schools or run successful medical practices. My parents, my wife and most of my clients would describe me as someone with: The Mind of a Financial Advisor, with the Heart of a Teacher. My passion as a wealth manager stems from my desire to assist my clients in achieving their version of the American dream. I moved to the United States at the age of 17 to attend college where I learned the value of what sound financial advice and financial independence can provide. Our team strives to simplify the complexities of financial markets for our clients by starting from a position of trust and understanding. We listen to our clients’ goals and objectives as it pertains to their wealth and build personalized plans that focus on our four pillars of wealth management: asset allocation, income, incapacity, and legacy planning. Clients benefit from these financial tools and our guidance during all of life’s changes and market conditions. If this sounds of interest to you, I welcome the opportunity to speak in order to see if partnering makes sense. [email protected] Tel. 248-539-5107 www.tenuredwealth.com

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