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, fiduciary investment adviser that provides ongoing discretionary portfolio management and comprehensive financial planning to individuals and high-net-worth clients, and also accepts project-based engagements for businesses. The firm offers tax preparation referrals, estate-planning facilitation through a third-party technology provider, and both ongoing and one-time planning engagements. The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory, favoring low-cost index mutual funds and ETFs while tailoring asset allocation to each client’s goals, risk tolerance, and tax considerations. Meritage can implement strategies via LPL Programs, may recommend outside managers or wrap-fee solutions when appropriate, and constructs client-specific investment policy statements with the ability for clients to impose reasonable restrictions. What distinguishes Meritage from many solo independent advisers is its explicit offering for corporate/business financial planning with fixed-fee ranges for business projects ($15,000–$50,000) and its practice of providing estate planning facilitation at no additional cost for ongoing asset-based clients. The firm manages roughly $50 million for under 50 clients, maintains a $3 million account minimum (waivable), and operates on the LPL custody/platform relationship, which shapes its implementation and reporting processes.

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.