A complete list of active advisors currently associated with Meritage Wealth Advisory, LLC

Warmer can help you find a great advisor at Meritage Wealth Advisory, LLC or one who fits your needs even better.

Meritage Wealth Advisory provides wealth advisory, comprehensive financial planning, and investment supervision to individuals, families, trusts, estates, and related entities, and it separately documents retirement plan consulting services in an additional firm brochure. The brochure states the firm helps clients define financial objectives and coordinates recommendations with other professional advisors as needed. The firm’s investment approach is grounded in Modern Portfolio Theory and favors broad global diversification using low-cost index funds, mutual funds, and ETFs, with an intentional tilt toward small-cap and value exposures to manage long-term risk and return. Tactical changes are limited to identified macroeconomic shifts, and the firm generally delivers non-discretionary advice rather than exercising trading authority or taking custody of client assets. Noteworthy aspects for this independent advisory practice include an explicit reference in the brochure to third-party regulatory information (the SEC’s adviserinfo site and the firm’s CRD number) and a stated emphasis on retirement-plan work and pension consulting, with the firm acting as a fiduciary when advising retirement accounts. The brochure also discloses that account reviews and supervisory functions are performed by the firm’s principal and that the firm does not accept third‑party compensation for its advisory services.

To learn more about the advisors currently working at Meritage Wealth Advisory, LLC, 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.