Advisors That Focus on Planning and Solutions for
.
Save time and money by working with an advisor who will take the time to advise you on all aspects of your financial picture - not just one area. That way you can focus on what really matters!
What do you need help with?
Taxes
Tax Prep & Filing
Tax Planning
Insurance
Medicare & Health
Life, Disability, LTC
Investments
Portfolio Management
Financial Planning
Retirement
Starting a
Business
Having a
Child
Stock
Options
New Home
Advice and solutions for all stages of your life
Reaching various milestones in your life can be exciting and overwhelming at the same time. We are here to help you plan for and manage your most important decisions to avoid potential costly mistakes.
Meritum (n): merit, service, value, reward, kindness, benefit
These are the values we wish to provide to our clients each day - real advisors, real people, real relationships, real advice.
Experience
& expertise
All of our advisors have the
required licenses, designations, knowledge, and experience to help you with all of your planning needs.
Independent
& flexible
We work for you, which means no sales quotas to meet or limitations in the advice, strategies, products, or advice that we can offer.
Fiduciary &
client-aligned
As fiduciaries, we make sure the client always comes first. All advice is always in your best interest and without conflicts of interest.
Customer service
& responsiveness
No 1-800 numbers or receptionists.
Just real people and real relationships. You can even call, email, or text us in the evenings and on the weekends.
One relationship for all your needs - a truly holistic approach
By offering most tax, investment, planning, and insurance services in-house, we are dedicated to helping you reduce fees and save time when it comes to helping you achieve your financial goals and needs. You will gain peace of mind knowing all of your affairs will be coordinated, aligned, and managed with one simple phone call.