A complete list of active advisors currently associated with Meritis Wealth Management, Inc.
Warmer can help you find a great advisor at Meritis Wealth Management, Inc. or one who fits your needs even better.
Meritis Wealth Management serves individuals (including high-net-worth clients), trusts, estates, and businesses with customized wealth management that combines investment management, financial planning, and insurance consulting. The firm also provides consultative guidance on held-away accounts where clients retain custody and execution with other custodians. Investment programs are tailored to each client’s stated objectives and risk tolerance and are generally implemented on a discretionary basis with ongoing monitoring and periodic rebalancing; the firm typically takes a long-term orientation but may execute shorter-term trades for tactical or cash-management needs. Research and portfolio construction draw on third‑party research, company filings, and both fundamental and technical analysis, and the firm may allocate to or oversee sub‑advisors as part of a client’s strategy. Meritis launched in 2025 after the team transitioned from a prior wirehouse affiliation and now manages over $200 million with a three‑advisor staff, a scale‑to‑staffing profile that differs from many peers. The firm maintains an institutional relationship with Raymond James as its recommended qualified custodian and discloses that certain advisors are licensed insurance professionals who may receive commissions on insurance implementations—relationships and economic benefits the brochure notes and that the firm addresses through disclosures and oversight.
To learn more about the advisors currently working at Meritis Wealth Management, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Potomac, MD
| 21
| |
Potomac, MD
| 21
| |
Potomac, MD
| 30
|
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