Michael A. Halvorsen, CFP<sup>&reg;</sup> - Financial Advisor

Michael A. Halvorsen, CFP®

MS, CEBS

Wealth Advisor & Managing Partner

MRK Wealth Advisors

68 E. Court Street
Doylestown Pa, PA 18901
FINANCIAL ADVISOR'S WEBSITE
(484) 214-6600 CONNECT WITH Michael
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General

Michael Halvorsen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MRK Wealth Advisors in Doylestown Pa, PA and the surrounding communities.

Financial Advisor Overview

Michael Halvorsen holds a Master of Science in Financial Planning, is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Employee Benefits Specialist. He specializes in providing comprehensive wealth management and financial planning to Merck* and other pharmaceutical employees. Mike has provided financial planning services to executives for over 20 years. He has presented to over 20,000 Merck employees at regional and national meetings providing motivational, benefit, investment and financial planning workshops. Mike has been featured in The Philadelphia Inquirer as a financial education innovator in the workplace and his comments have also appeared on National Public Radio. One of Mike's passions is to help individuals build and enjoy financial freedom while maintaining healthy wealth perspectives. In addition to sharing these perspectives with Merck audiences, he has presented to numerous other employer groups. Mike is an Adjunct Professor at the Regent University School of Law where he teaches the Capstone in Financial Planning Course to students aspiring to become Certified Financial Planner™ Practitioners, . He is a Certified Kingdom Advisor™. Specialties: Executive Compensation, Wealth Management and Financial Planning for Pharmaceutical Executives, Employee Financial Education and financial empowerment. The use of Merck, Organon, Pfizer, GSK, Biogen, Novartis, AstraZeneca, Covance, Endo, CSL Behring,and Boehringer Ingelheim’s names are neither a testimonial nor endorsement of MRK Wealth Advisors, or MRK Wealth Advisors’ wealth management services, by any of these firms or any current or former employee of these firms. Additionally, these firms do not recommend, employ, or contract with MRK Wealth Advisors to provide these services to any of their employees. These names are strictly used to identify MRK Wealth Advisors and note the over two decades of work our Wealth Advisors possess working with pharmaceutical employees, as determined solely by MRK Wealth Advisors. Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor.

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Financial Advisor Experience

Michael has advised employees and retirees of Merck & Co. and other pharmaceutical firms for over 20 years. His work spans helping executives plan for retirement and major life goals to assisting with employment transitions. No matter what the circumstances, knowing how to leverage a client’s unique compensation and benefits are hallmarks of Mike’s work. Michael has been a guest speaker at over 150 Merck events and presented benefit maximization and wealth management to over 20,000 Merck employees. Mike has been featured in The Philadelphia Inquirer as a financial education innovator in the workplace, and his comments have also appeared on National Public Radio. He is an honors graduate of the College of Financial Planning with a Master of Science in Financial Planning. He graduated Magna Cum Laude from Drexel University with dual bachelor’s of science degrees in Finance and Human Resource Management. He received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the CERTIFIED FINANCIAL PLANNER™ Board of Standards and the U.S. CERTIFIED EMPLOYEE BENEFITS SPECIALIST certification from the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CEBS

Broker-Dealer Affiliation

Fidelity

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources