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MRK Wealth Advisors

Your Prescription for Financial Prosperity™

Fee-Only Financial Planning & Investment Management


Discover Financial Wellness

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:

170

Professionals And Support Staff

34

Office Locations

$9.5 billion

Assets Affiliated With Summit Advisors

81

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

Our Services

Ready to Get Things Started?

Schedule Your No-Cost Consultation