Merkley Wealth Associates

Merkley Wealth Associates Merkley Wealth Associates provides financial advising to the Des Moines, IA area.

Budgeting goals are essential for building financial stability, helping individuals prioritize spending, reduce debt, an...
06/28/2026

Budgeting goals are essential for building financial stability, helping individuals prioritize spending, reduce debt, and increase savings over time. Merkley Wealth Associates supports clients by creating personalized financial plans tailored to both short- and long-term objectives. Their approach emphasizes disciplined budgeting, strategic investments, and consistent financial reviews. By aligning daily spending habits with broader financial aspirations, clients can achieve greater confidence, control, and long-term wealth management success.

Merkley Wealth Associates specializes in helping small businesses design and manage 401(k) retirement plans that fit the...
09/09/2025

Merkley Wealth Associates specializes in helping small businesses design and manage 401(k) retirement plans that fit their unique needs. They understand the challenges business owners face when balancing employee benefits with financial goals. By offering personalized guidance, they make it easier for companies to set up, maintain, and optimize retirement plans that attract and retain top talent. Their team works closely with business owners to ensure compliance, reduce administrative burdens, and provide investment education for employees. With a focus on long-term financial health, Merkley Wealth Associates helps small businesses build strong retirement solutions that support growth and employee satisfaction.

08/19/2025

We're back with our weekly calendars of events at our member businesses! This week is ALL about live music, including the first ever Winterset Porchfest. This free event takes place on Sunday, August 24th, between 11 am and 6:30 pm. Bring your own lawn chair and travel around to various homes for fun porch concerts! Details at https://www.facebook.com/events/975406004419101/

At Merkley Wealth Associates, we know small business owners wear many hats—and managing a retirement plan shouldn’t be a...
08/18/2025

At Merkley Wealth Associates, we know small business owners wear many hats—and managing a retirement plan shouldn’t be another burden. That’s why we act as your advocate, helping you design and maintain a 401(k) that benefits both you and your employees. We simplify complex regulations, evaluate cost-effective options, and provide ongoing guidance so you can focus on running your business. A well-structured 401(k) not only supports employee retention but also offers valuable tax advantages. Our mission is to give small businesses the same retirement planning expertise larger companies enjoy—so you and your team can plan confidently for the future.

Small business owners—want to boost loyalty, attract top talent, and grow your business? A 401(k) plan can do all that a...
08/11/2025

Small business owners—want to boost loyalty, attract top talent, and grow your business? A 401(k) plan can do all that and more!
By investing in your team’s future, you show employees they matter, improve morale, and create a culture of trust. Plus, employer contributions may be tax-deductible, giving your bottom line a boost.
A strong retirement plan isn’t just a benefit—it’s a business advantage.

06/16/2025

Merkley Wealth Associates hosts Smart Women, Smart Choices—a financial literacy class designed specifically for women. These empowering sessions provide tools and knowledge to help women take control of their financial futures. From budgeting and investing to retirement planning, each class is led by experienced professionals in a supportive, welcoming environment. Whether you're just starting your financial journey or looking to refine your strategy, Smart Women, Smart Choices offers practical advice to help you make confident, informed decisions.

In honor of Memorial Day, we remember and give thanks to the brave men and women who made the ultimate sacrifice in serv...
05/26/2025

In honor of Memorial Day, we remember and give thanks to the brave men and women who made the ultimate sacrifice in service to our country. Their courage, dedication, and love of freedom will never be forgotten. Today, we stand united in gratitude.

Financial Literacy Classes for Women! Are you interested in learning more about your retirement or financial future? Ar...
05/05/2025

Financial Literacy Classes for Women!

Are you interested in learning more about your retirement or financial future? Are you confused, overwhelmed, or just ready to get your retirement future "figured out"?

We invite you to join us for our Financial Literacy Classes this summer.
No question is too little or too big. Together, we will get all of your concerns and questions answered so you can begin to settle into the idea of "One day I will retire" and mean it!

Enjoying this wonderful fellowship of women today!
05/02/2025

Enjoying this wonderful fellowship of women today!

Address

6911 Vista Drive
West Des Moines, IA
50266

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15154571286

Website

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