Mrk Wealth Advisors
Decisions Determine Destiny. Combined, our advisors possess over a quarter of a century of financial planning, employee compensation and benefits, and wealth management experience serving executives in the pharmaceutical industry. We have worked with executives of Merck, Organon and a host of other pharmaceutical firms. In 2024, MRK Wealth Advisors was recognized as the top financial services provider by Life Science Magazine. We’re an independent, fee-only firm serving clients nationwide. We’re proud to combine the flexibility and fiduciary duty of being an independent firm with the in-depth, proprietary research and support of Summit Financial LLC, a SEC Registered Investment Advisor to bring you the best of personalized service and knowledgeable insights. Investment advisory and financial planning services offered through Summit Financial, LLC, a SEC Registered Investment Adviser, doing business as MRK Wealth Advisors (68 E. Court Street, Doylestown PA 18901. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit Financial LLC. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit Financial, LLC, or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements and recommendations. Subscribers nominate Top Life Sciences Financial Service Companies with whom they have collaborated and received results. This recognition should not be construed as a guarantee of results.
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- MK
Marie Krout
Paralegal Office Manager Financial Paraplanner · Other
EmailPhone - MH
Marybeth Hufnagel
Director of Tax Planning and Preparation · Other
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Autumn Bingaman
Financial Paraplanner and Operations Associate · Other
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Top roles at Mrk Wealth Advisors
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- 1director of tax planning and preparation
- 1financial paraplanner and operations associate
- 1paralegal office manager financial paraplanner
- 1wealth advisor & managing partner
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