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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 worked with employees of Merck, Pfizer, GSK, Biogen, Novartis, AstraZeneca, Covance, Endo, CSL Behring, Boehringer Ingelheim 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

$9.5 billion

Assets Affiliated With Summit 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