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 registered investment adviser that provides ongoing investment management and comprehensive financial planning to individual and high-net-worth clients, and also offers project-based planning engagements. The firm coordinates with third‑party professionals for services such as tax preparation, estate planning, and legal advice and does not accept commissions or other sales‑based compensation. The firm’s investment process is grounded in Modern Portfolio Theory and emphasizes primarily passive portfolio construction using low‑cost index funds and ETFs, implemented on a discretionary basis to align portfolios with client objectives and risk tolerance. Meritage implements client strategies through an institutional custodian platform and, when appropriate, may recommend outside managers or participate in sponsored program options to access additional strategies. Distinctive aspects of the firm include its documented offering of business financial planning and services for corporate or business clients, a capability that is uncommon among independent advisers of this type, and its regular coordination with tax and legal professionals. Managing roughly $50 million across a relatively small number of relationships, the firm combines portfolio management with integrated planning and third‑party coordination, and in select larger relationships may arrange for third‑party tax preparation to be handled on the client’s behalf.

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.