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

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

Meritage Wealth Management is a fee-only, independent advisory firm led by a CFP®-credentialed principal that provides ongoing investment management and comprehensive financial planning to individuals and to corporate and business clients. Services include discretionary portfolio management, project-based and ongoing financial planning, coordination with outside professionals, and estate-planning facilitation through an unaffiliated technology provider. The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory, using low-cost index mutual funds and ETFs and, when appropriate, program platforms and outside managers to implement specific strategies. Financial planning is holistic in scope—covering retirement, tax planning, risk management, college funding, and estate considerations—and the advisor coordinates with custodians, tax preparers, and attorneys as needed to execute recommendations. What is noteworthy relative to many peers is the explicit inclusion of business and corporate clients and the availability of project-based business financial planning and estate-document services, which are less common among small independent firms. Meritage also combines a concentrated client base with an institutional custody and program platform and may arrange or absorb certain third‑party tax or estate-related services for ongoing clients, reflecting a mix of personalized planning and outsourced execution.

To learn more about the advisors currently working at Meritage 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.