Meritum Wealth Management LLC

Leo Renner is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Meritum Wealth Management LLC. His prior experience includes roles at The Zois Group LLC, Capital Analysts, Lincoln Investment, and Lincoln Financial Group, among others. He is also a licensed agent offering Medicare Advantage and Supplement products. Meritum Wealth Management LLC provides portfolio management, pension and 401(k) consulting, and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a range of analytical methods and investment strategies, offers both discretionary and non-discretionary management, and prepares written Investment Policy Statements tailored to client risk tolerance and objectives.

Vasilios Zois is a financial advisor at Meritum Wealth Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including IAMS Wealth Management, LLC, and operates The Zois Group LLC, an independent insurance agency. He is also owner of Meritum Tax Advisors LLC, providing tax preparation and planning services. Meritum Wealth Management LLC offers portfolio management, pension and 401(k) consulting, and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of analytical methods and investment strategies, documents client risk tolerance and objectives in written Investment Policy Statements, and provides both discretionary and non-discretionary management.

Jason Lipps is a Series 63-registered financial advisor with 25 years of industry experience. He has worked at Meritum Wealth Management LLC since 2022 and previously spent 12 years at Coastal Advisory Group, LLC. Based in Cincinnati, OH, Lipps is part of a small advisory team at Meritum. Meritum Wealth Management LLC provides portfolio management, pension and 401(k) consulting, and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary management, with a focus on documenting client objectives and risk tolerance through written Investment Policy Statements.