Jon Stojan
Image credit: Michael Merlin
A single character from the iconic King Arthur myth has captured the imagination of audiences for decades: the wise Merlin. The trope of a mentor figure for the primary hero has become ingrained into popular culture because of Merlin’s ubiquitous impact on generations of people. Like Obi-Wan Kenobi in Star Wars and Gandalf in Lord of the Rings, in every case, the wise character remains vital. Fortunately, while you may not have an old wizard by your side, you do have Merlin Wealth Management, a financial planning team to help guide you through your own hero’s journey.
The Role of Merlin Wealth Management
Michael Merlin is the founder of Merlin Wealth Management (MWM) and a Certified Financial Planner®. He has spent over two decades as an advisor to families. Whereas the Merlin of old demystified the world for the young King Arthur, illustrating a way for the man-who-would-be-king to achieve success, MWM does the same thing for you. The team focuses on bringing clarity to financial, estate, investment, and philanthropic planning for their clients.
With extensive experience in multigenerational planning and advisory techniques, as well as asset management, Michael leads MWM and its clients in creating customized wealth plans steeped in each family’s values and best practices. In January 2020, MWM combined with Rockefeller Capital Management to marry its high standards for client service, proprietary asset management business, and multigenerational advisory practice with Rockefeller’s legendary family-office services and resources.
Financial Longevity Book
On March 24th, MWM released Financial Longevity to help educate and guide untold amounts of readers across the globe. Financial Longevity: Increase Your Wealth Span, Spend Money Guilt-Free, and Gain the Confidence to Enjoy Your Bigger Future aims to inform readers with financial guidance and philosophical value.
Through the book, Merlin offers a clear roadmap to increase your wealth span and enjoy a bigger, more fulfilling future. Whether you’re just starting your financial journey or looking to verify you’re on the right track, this book is your essential guide. Furthermore, the book emphasizes that it is never too late to develop strong financial habits.
Financial planning should be seen as an opportunity rather than a burden. A longer life provides individuals with greater possibilities, such as embarking on a second career or improving their financial management later in life. With Merlin Wealth Management and Financial Longevity, even people who may not have saved effectively in their early years can find opportunities to build financial stability in the second half of life.
The Benefits of Merlin’s Crusade
All proceeds from the book support The Perpetual Path Foundation, a non-profit organization dedicated to enhancing financial education. The funds generated from book sales, along with additional community and advanced learning initiatives, promote the establishment of more financial education programs in middle schools, high schools, and colleges across the United States.
Education remains a driving passion behind this initiative. The author actively teaches an investment class at a local high school and, along with his family, has endowed a teacher innovation fund at an elementary school. Merlin’s deeper involvement in education within Georgia revealed that the state has no formal financial education requirement at any stage of schooling. His plan to donate funds from book sales should help address this gap in funding for financial education initiatives throughout the state.
Final Thoughts
Moving forward, Merlin Wealth Management is striving to serve as a guiding light during times of financial opportunity like never before. In addition to the release of Financial Longevity, the company has been featured in various publications. By promoting financial literacy, Merlin’s initiative seeks to empower individuals with the knowledge and skills needed to navigate their financial futures successfully. Visit the company’s website today to learn more about the new, innovative book!