Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

8100 Penn Avenue South
Suite 175
Bloomington, MN 55431

Jim Mertz

(952) 831-5660

 
Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement

WELCOME TO MERTZ WEALTH STRATEGIES, A FINANCIAL ADVICE CENTER.

We believe great advice comes from individuals, not large companies.

12 year Five Star Wealth Manager*award winner.  

Mertz Wealth Strategies Inc. is a comprehensive retirement planning firm. We combine our knowledge of investments with our knowledge of the income tax laws to look for ways that help protect and grow your money efficiently.*

"It is not what you earn, but what you keep that matters." 

Click here for Monthly articles

Our mission is to help create and maintain wealth for our clients through long-term, effective, asset management. We will build client relationships based on trust, competent professional service, continual communication, and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals, and keeping them informed of the process and achievement of the goals.

We have equipped our business with quality financial services technology and utilize our capabilities to the fullest. These investments in our business have allowed us to give our clients intensely personalized asset analysis, asset allocation, and investment services. Our success is based on research and personalized service. It is for these reasons that new clients come to us and current clients stay with us.

Thank you for visiting our virtual office. If you’d like a face-to-face, no-obligation appointment to see what we can do for you, please give us a call at 952-831-5660 or contact Jim at Jim@mertzwealth.com.

*The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 4,080, 633, 16%, 12/1/22, 3/14/22 - 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11.  

Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served. (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score.  

 Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not:  *Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; *Had more than a total of three settled or pending customer complaints filed against them with any regulatory authority or through Five Star Professional’s consumer complaint process; *Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; *Filed for personal bankruptcy; *Been convicted of a felony. Five Star Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Scores reflect an average of all respondents and are not representative of any one client's evaluation. 

 The Five Star award is not indicative of the wealth managers’ future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Five Star Professional is not an advisory firm. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com. 

Helpful Content

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

View all videos arrow