Awarded July 2024. No fee was paid for participation in the rankings however MRK Wealth Advisors paid a fee for magazine advertising and additional copies of this issue. 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 that clients will experience a certain level of results if MRK is engaged, or continues to be engaged, to provide financial services.
Decisions Determine Destiny
MRK Wealth Advisors
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 served professionals from a multitude of pharmaceutical and life science companies, including Merck, Organon, BMS, Pfizer, JNJ, Biogen, CSL Behring, Daiichi Sankyo, LabCorp, and Medtronic as well as self-employed consultants and other professionals including teachers and physicians.
We’re an independent, fee-only firm located in Doylestown, PA 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. Highlights of Summit Financial include:
Professionals And Support Staff
Office Locations
Assets Affiliated With Summit Advisors
Advisors
As of 12/31/2023
Navigating Your Compensation & Benefits
- Qualified Pension
- Supplemental Pension
- Cash Balance Pension
- 401(k)
- RSU | PSU | NQSO
- Deferred Compensation
- Flex Benefits
- Employment Transitions
- Organon Transitions
Ready to Get Things Started?