For Business Owners, Families, and Individuals Pursuing Financial Success.
Our mission is to help you create, grow, and protect your most important assets.
For Business Owners, Families, and Individuals Pursuing Financial Success.
Our mission is to help you create, grow, and protect your most important assets.
TRUST
We are dedicated to helping our clients achieve the most optimal current and future planning results.
EXPERIENCE
By incorporating your current needs and future goals, we are able to recommend solutions focused on what’s most important to you.
INDEPENDENCE
We are consistently among the first to hear about new ideas and solutions that are both conservative and powerful – even though they may not be well known.
MERICLE & COMPANY
Mericle & Company is a boutique advisory firm focused on helping privately held business owners, professionals, families, and individuals create, grow, and protect their most important assets.
We specialize in providing everything from simple solutions to highly sophisticated tax and estate planning strategies. Our specialized solutions are streamlined to save you time and effort yet synthesized to address your specific needs.
Our approach is a tailored one, incorporating your current needs and futures goals with ideas to create a carefully designed plan focused on a solution based on your needs, wants, and wishes.
MERICLE & COMPANY
Mericle & Company is a boutique advisory firm focused on helping privately held business owners, professionals, families, and individuals create, grow, and protect their most important assets.
We specialize in providing everything from simple solutions to highly sophisticated tax and estate planning strategies. Our specialized solutions are streamlined to save you time and effort yet synthesized to address your specific needs.
Our approach is a tailored one, incorporating your current needs and futures goals with ideas to create a carefully designed plan focused on a solution based on your needs, wants, and wishes.
Our Process
Strategic Planning
By establishing priorities, understanding resources, and focusing energy – together we can develop a plan to achieve intended results.
Goals & Targets
We work with you to identify your current needs and future goals to identify the best solution for you, your family, and your business.
Proven Results
Ongoing maintenance and management is critical to achieving favorable results. Our process allows us to continually monitor and make changes with you.
With your trust and our experience, you have access to the information you need to make an informed decision.
From Our Blog
Lifetime Gift Tax Exemption in 2026: What High-Net-Worth Families Need to Know
The federal lifetime gift and estate tax exemption has been one of the most discussed planning topics of the past several years. For affluent families, it has shaped decisions around large gifts, irrevocable trusts, and liquidity strategy. Much of the urgency stemmed...
Estate Liquidity Risk: The Silent Failure in Otherwise Well-Designed Estate Plans
For many affluent families, estate planning feels complete. Trusts are drafted, documents are signed, assets are titled, and professional advisors are involved. On paper, everything appears thoughtful and well-structured. Yet one critical question often remains...
Estate Liquidity: Planning Before the Event, Not After It
For many affluent families, estate planning feels complete. Trusts are drafted, assets are titled, beneficiary designations are in place, and advisors are involved. On paper, everything appears orderly and intentional. Yet one of the most consequential questions often...
How Life Insurance Supports Multi-Generational Business Succession
Passing a family business from one generation to the next is rarely simple. It requires balancing liquidity, control, and fairness — three competing priorities that often collide when ownership changes hands. Estate taxes, family dynamics, and illiquid assets can all...
Advanced Life Insurance Design: Beyond Whole Life vs. IUL
For decades, the life insurance conversation has often been framed as a binary choice: whole life versus indexed universal life (IUL). Both have passionate advocates, both have critics, and both can serve meaningful purposes in the right context. But when you’re an...
Year-End Checklist for High-Income Earners Using Life Insurance
As the year winds down, high-income earners often turn their attention to last-minute tax planning and financial clean-up. While charitable contributions and retirement plan funding typically top the list, one powerful planning tool is often overlooked — life...
