Start Your Legacy

About Rose Wealth

Our story

Building Legacies that last

Rose Wealth was founded to help others build a lasting legacy today that will impact their family for generations to come. We began as a retirement planning firm with a singular focus—helping individuals transition securely into their retirement years. Today, we’ve evolved into a comprehensive Registered Investment Advisory firm, offering a broader spectrum of financial services while maintaining the personalized approach that has always defined us.

The inspiration behind our name came from John’s daughter, Lindee Rose. As a father and husband, John understands the importance of working hard to provide for his family now and ensuring a well-thought-out plan is in place for the future. This same dedication extends to how we care for each client’s financial well-being.

Our growth reflects our commitment to meeting the complex financial needs of our clients. While we’ve expanded our capabilities, our core mission remains unchanged—to serve as trusted financial professionals who bring clarity to complex financial topics and help clients create sustainable, lasting legacies.

John Merkel’s story

Founder, CEO

John Merkel is a seasoned and skilled financial professional with more than three decades of experience. He has helped thousands of individuals and families in Texas and Colorado find solutions to complex financial challenges.

With a deep background in retirement strategies, John expanded his expertise to encompass comprehensive wealth management, connecting each client with the right financial tools to achieve their goals. As the firm has grown into a Registered Investment Advisor, John has maintained his commitment to personalized service and ethical guidance.

John believes his clients deserve to work with a dedicated financial professional with the highest integrity, honesty, and ethics. He provides comprehensive financial strategies for families and individuals at all stages of life. Additionally, John serves on the council for UT at Tyler, demonstrating his commitment to education and community service.

The most important thing to him, though, is family. They love spending time together and making memories. Rose Wealth is named after John’s daughter, Lindee Rose. John believes it’s important not only to educate others on preparing for their financial future but also to take steps today that will leave a lasting legacy for his own family.

Our team

We are ready to serve you

Alex Alston

APMA Lead Advisor, Compliance Officer

Alex’s dual expertise in advisory services and regulatory compliance ensures that our recommendations not only aim to maximize client outcomes but also adhere to the highest standards of fiduciary responsibility.

Andrew Alston

APMA Advisor

Andrew specializes in creating comprehensive financial strategies that align with clients’ long-term goals, bringing clarity to complex financial decisions.

Ethan Collins

Director of Operations

With meticulous attention to detail, Ethan ensures our firm operates with maximum efficiency, allowing our advisors to focus entirely on client needs.

Sean Green

CFP™

As a CERTIFIED FINANCIAL PLANNER™ professional, Sean brings advanced expertise in holistic financial planning, helping clients navigate the complexities of wealth management with confidence.

Grant Jordy

APMA Advisor

Zach Gadberry

Associate Advisor

Andy Taylor

Chief Marketing Officer

The RIA Difference: Our Fiduciary Commitment

As a Registered Investment Advisory firm, we operate under a fiduciary standard, legally obligating us to act in our clients’ best interests at all times. This distinguishes us from other financial professionals who may be held only to a suitability standard.

Our fiduciary responsibility means:

We must put your interests above our own
We must disclose any potential conflicts of interest
We must provide transparent information about fees and costs
We must recommend what we truly believe is best for your situation

This commitment to fiduciary responsibility aligns perfectly with our longstanding values of integrity and client-centered service. While our capabilities have expanded, our dedication to doing what’s right for our clients has only strengthened.