Founded in 1996, Merritt Wealth Management, LLC is an independent, fee-only Registered Investment Advisor (RIA) committed to acting as a fiduciary for its clients. The firm, led by CERTIFIED FINANCIAL PLANNER™ professionals, focuses on creating personalized and comprehensive financial plans that encompass investment management, retirement planning, tax strategies, and estate planning to help clients achieve their long-term financial goals.

Founded in

United States