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

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

Merited Wealth is a four-advisor team that provides discretionary and non-discretionary asset management, written financial plans (a “GamePlan”), hourly consulting, and retirement-plan advisory services. Its clients include individual and high‑net‑worth investors, entrepreneurs and self‑employed professionals, and corporate retirement plan sponsors for whom it offers 3(21) and participant-level services. The firm constructs portfolios primarily from exchange‑traded equities, mutual funds and ETFs and tailors strategies to client objectives and risk tolerance, documenting those plans in recurring Growth Mode and Beyond Growth Mode service levels. It uses third‑party platforms (including AssetMark and a held‑away participant‑account platform) to implement and monitor managed and “held‑away” assets and encourages clients to use an integrated client portal for ongoing reviews. Merited Wealth’s brochure discloses several activities that are less common for a small team, including that its advisory representatives may provide legal document preparation, operate an employee‑benefits DBA, sell insurance for commissions, and work with structured‑settlement arrangements; the firm says these activities and any resulting conflicts are disclosed and may be mitigated by fee offsets. It also uses solicitor/referral arrangements (disclosing that solicitors can receive a portion of advisory fees) and explicitly manages participant accounts on third‑party platforms, practices that distinguish its mix of services from many peers.

To learn more about the advisors currently working at Merited Wealth, 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.