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About Us

Founded in 1978, Merriken Financial Group, Inc. is an independent financial services advisory firm that specializes in “quarterbacking” strategic plans for business owners, families, individuals, and professionals.  Our team’s hands-on, holistic planning process will help you fine tune your financial plans and ensure that you are on the right track to a solid, financially independent future.

We maintain an extensive referral network of CPA’s, Attorneys, Investment Advisors, 401k and Pension Plan Designers, Property & Casualty Insurance Agents, Senior Care Service Providers, and Legacy Visioning Consultants.

 

The Merriken Financial Group Team

 

Qualifying & Life Member Million Dollar RoundtableAmerican College of Financial ServicesSociety of Financial Service ProfessionalsNational Association of Estate Planners & CouncilsNational Association of Insurance & Financial AdvisorsMoorestown Rotary