Meet the Author
Michael Merlin
Michael Merlin is a Certified Financial Planner, founder of Merlin Wealth Management, and bestselling author of Financial Longevity. With over 20 years advising families on growing, protecting, and passing down wealth, he’s committed to making financial confidence accessible.
Inspired by his grandmother, a Holocaust survivor who struggled with finances, Michael built his career and wrote Financial Longevity: Increase Your Wealth Span, Spend Money Guilt-Free, and Gain the Confidence to Enjoy Your Bigger Future.
His latest book breaks down complex financial concepts into practical, habit-forming strategies to help people plan longer, more fulfilling lives. The book became a USA Today, Amazon, and Barnes & Noble bestseller and advances his mission to bring financial education into classrooms, boardrooms, and everyday life.
Recognized By Leading Publications
Private Wealth, Personalized Strategy
Merlin Wealth Management
Merlin Wealth Management provides high-touch financial guidance to individuals and families seeking long-term growth and multigenerational success. Now aligned with Rockefeller Capital Management, the firm blends personalized advisory services with world-class investment resources.
Michael’s work with private clients is rooted in the same philosophy found in Financial Longevity: that your financial plan should reflect your values, reduce stress, and support a life well-lived. Whether managing assets, planning estates, or guiding family conversations about legacy, his approach is clear, intentional, and deeply personal.
Most financial advice is focused on outcomes, Michael’s is focused on alignment. He believes that wealth should support your life, not complicate it. His mission is to simplify financial planning, increase access to education, and help more people spend with confidence, invest with purpose, and plan for a bigger future.
Empowering Financial Confidence
Speaking Topics
Michael speaks on Financial Longevity—covering wealth span, purposeful spending, and confident decision-making—along with topics like retirement planning, investing, estate strategy, and tax efficiency. His talks are clear, actionable, and tailored to each audience.
Engaging Audiences, Inspiring Change
Engagement Opportunities
Michael is available for keynotes, workshops, classroom lectures, podcast interviews, and book signings. Whether he’s speaking to corporate teams, students, or live audiences, he adapts his message to create practical, engaging experiences that meet people where they are, and move them forward.
