Meritum (n): merit, service, value, reward, benefit, kindness.
Welcome to Meritum Wealth Management, a full-service Registered Investment Adviser (RIA) firm based in Cincinnati, Ohio. Whether virtual or in-person, our mission is to offer ongoing support and guidance in helping you build a fulfilling financial legacy.
Managing all your needs under one roof.
Between building custom financial plans and managing the investments within that plan, our goal is to help you find the most efficient path to reach your goals.
Investments &
Financial Planning
All pieces of your personal financial puzzle play a key role in meeting your current and future goals. Comprehensive tax planning, prep, and filing should be included as well.
Tax Planning,
Prep, & Filing
Life is full of uncertainties which can derail you from your financial journey. Having the right types and amounts of coverage will give you confidence and peace of mind.
Insurance &
Risk Solutions
Get the level of service you deserve.
No Sales Pitches
We work for you, and only you. This means that we don’t have sales quotas to meet. We also aren’t limited in the investments, strategies, products, and/or advice we can recommend.
No Asset Minimums
Everyone deserves education and guidance, regardless of the size of their assets. Unlike other firms that require investment minimums, we do not discriminate against any client or situation.
Honest, Fiduciary Advice
By upholding the fiduciary standard and oath, you can be assured that you will always receive advice that tailored specifically to you and is always in your best interest - free of bias and conflict.
Business Owners
Whether you are self-employed or own a large business, your finances and taxes require a bit more planning than most. We are here to help you focus on what really matters - growing your business!
Accumulators
Even if you are younger and don’t yet have significant assets, you still want to take responsibility for your financial future and build towards life’s major milestones. We are here to help you avoid any mistakes!
Pre-Retirement & Retirees
Thinking about retirement can be overwhelming. We are here to eliminate the stress of Social Security, Medicare, investments, estate planning, and more so you can enjoy your retirement!
We work with people just like you.
Have questions or interested in working with us?
Click below to schedule a FREE call with one of our advisors!