Meritus Capital, Inc. is a U.S.-based Registered Investment Adviser (RIA) firm headquartered in Irvine, California. The company operates on a fiduciary basis, meaning it is legally obligated to act in its clients' best interests. Its core services revolve around creating personalized financial plans and managing investment portfolios for individuals, families, and trusts. The firm emphasizes a client-centric approach, focusing on long-term financial goal attainment, including retirement planning, estate planning, and wealth preservation.

Founded in

United States