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Jack Marhefka

Advisor Support Specialist

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Ready to Work Towards Your Ideal Retirement?

It’s never too early — or too late — to take control of your financial future and live your IDEAL retirement. Take the first step by scheduling a no-obligation consultation or registering for one of our educational events.

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Contact Us

614.686.3748
[email protected]

Main Office

501 West Schrock Road, Suite 100 Westerville, OH 43081
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Mt. Vernon Office

126 E. Vine Street
Mount Vernon, OH 43050 
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Insurance products are offered through the insurance business Merit Advisors, LLC. Merit Advisors, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Merit Advisors, LLC. are not subject to Investment Adviser requirements.

Insurance products are offered through the insurance business Merit Advisors, LLC. Merit Advisors, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Merit Advisors, LLC. are not subject to Investment Adviser requirements.

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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