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If you have any questions regarding our services or would like to arrange a meeting to discuss your needs, please use one of the following links to contact us! 

Our advisors are incredibly flexible and are able to communicate and meet with you in a variety of ways, including in person, virtually, over the phone, text, or email. 

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Cincinnati, Ohio

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Meritum Wealth Management LLC 2025

"Meritum Advisors" is a marketing name, or "DBA", for Meritum Wealth Management LLC, a Registered Investment Adviser. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. All investments have the potential for profit or loss. Investments involve risk and, unless otherwise stated, are not guaranteed. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. 

The information on this site or in emails is designed for educational purposes only. Content on this website regarding financial planning, investment, tax, or legal topics should not be relied upon, standing alone or without the guidance of a capable professional, to support personalized decision-making by or affecting individual clients.

The firm only conducts business in states where it is properly registered or is excluded from registration requirements. The information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

Tax preparation, filing, planning, and advisory services are offered to clients through Meritum Tax Advisors LLC, an independently owned tax services firm. 

Insurance products are sold through The Zois Group LLC, an independently owned insurance agency.  While we always strive to advise clients with their best interests in mind, insurance products and strategies may pose a conflict of interest due to the commissions that such products and strategies pay. Note that advisors working in an insurance capacity may pose some level of conflict of interest and may not be working fully in a fiduciary capacity. 

To learn more about our firm, click here to view our Form ADV.

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