Broker Check
Kevin Merling, AIF®, CPFA

Kevin Merling, AIF®, CPFA

Wealth Advisor

I graduated from Northwestern University with a B.S. in Economics, minoring in Finance.  I hold FINRA Series 7 and Series 66 registrations through LPL Financial, as well as Life, Accident, and Health Insurance Licenses.  I started in the financial services industry in March 2007 and have had the opportunity to work with thousands of clients during the best and worst market cycles, providing an in-depth understanding of how to prepare for both.  I specialize in working with small businesses and pre-retirement individuals to help develop strategies for saving, investing, tax efficiency, college planning, and charitable giving.

I believe everyone deserves a comprehensive financial plan to help them pursue their goals, avoid pitfalls and leave behind the legacy they intend.  I feel strongly that listening and keeping an open mind are paramount to fully understanding clients’ needs and desires.  I pride myself on building deep, long-lasting relationships with all of my clients and their families.  Throughout my career, I have worked hard to give my clients the feeling that no other advisor cares for their personal and financial well-being more than I do.

I currently reside in Naperville, Illinois with my lovely wife, Katie, our two crazy little kids and Boxer puppy, Beau.  We love spending time outdoors and you will be hard pressed to find a time when we’re not all together.  Away from the business, I also enjoy honing my DIY skills, remodeling our home, or working up to my next Triathlon.