A complete list of active advisors currently associated with Merino Wealth Management

Warmer can help you find a great advisor at Merino Wealth Management or one who fits your needs even better.

Merino Wealth Management provides discretionary investment management and financial planning services to individuals (including high‑net‑worth clients) and businesses, offering both ongoing comprehensive planning and limited-scope project-based planning. The firm reports roughly $47 million in discretionary assets under management and serves its client base through a single‑advisor practice model. The firm’s investment approach emphasizes asset‑allocation and Modern Portfolio Theory, creating individualized investment policies and conducting periodic reviews tied to client goals and risk tolerances. MWM also engages third‑party managers and TAMPs as part of portfolio implementation, assisting clients with manager selection, onboarding, and ongoing monitoring of underlying holdings and risks. Noteworthy operational features disclosed in the brochure include the firm’s use of a third‑party cash management aggregator (Flourish Cash) and the ability to debit advisory fees directly and to use standing letters of authorization, which affect custody and transfer arrangements. The brochure and public materials also reference the firm’s use of third‑party ratings — a relatively uncommon practice among similar supported firms — which prospective clients may wish to verify through the firm’s website and independent sources.

To learn more about the advisors currently working at Merino Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.